-86.9%
OPEN vs GD
+168.3%
-255.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.5% | -0.3% |
| 7D | -21.7% | -3.0% | -18.6% | -20.7% |
| 30D | -36.5% | +9.3% | -45.8% | -39.1% |
| 3M | -59.5% | -7.2% | -52.3% | -58.3% |
| 6M | -71.9% | +5.5% | -77.3% | -72.8% |
| YTD | -75.8% | +9.5% | -85.3% | -77.0% |
| 1Y | -78.5% | +6.4% | -84.9% | -79.2% |
| 3Y | -30.2% | +59.8% | -90.0% | -42.0% |
| 5Y | -93.3% | +98.0% | -191.3% | -94.4% |
| All | -86.9% | +168.3% | -255.2% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling