-86.1%
OPEN vs GD
+5.9%
-91.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.8% | -3.7% |
| 7D | -15.0% | +2.7% | -17.7% | -15.8% |
| 30D | -40.2% | +8.6% | -48.8% | -42.5% |
| 3M | -67.4% | -7.1% | -60.3% | -66.2% |
| 6M | -74.0% | +7.5% | -81.5% | -75.5% |
| YTD | -79.6% | +9.9% | -89.5% | -81.3% |
| 1Y | -86.1% | +7.6% | -93.6% | -87.0% |
| All | -86.1% | +5.9% | -91.9% | -87.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling