-78.7%
OPEN vs GD
+5.1%
-83.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.6% | -21.1% | -21.5% |
| 7D | -22.2% | -5.0% | -17.2% | -20.7% |
| 30D | -38.3% | +8.9% | -47.2% | -41.2% |
| 3M | -59.4% | -8.0% | -51.3% | -57.6% |
| 6M | -74.4% | +2.9% | -77.3% | -75.3% |
| YTD | -76.0% | +7.1% | -83.1% | -78.2% |
| 1Y | -78.7% | +5.9% | -84.6% | -79.8% |
| All | -78.7% | +5.1% | -83.7% | -79.8% |
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