-10.5%
OPEN vs GD
+55.3%
-65.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.3% | -8.4% |
| 7D | -5.8% | -3.9% | -1.9% | -4.0% |
| 30D | -21.1% | +8.1% | -29.2% | -24.9% |
| 3M | -52.4% | -6.8% | -45.6% | -50.8% |
| 6M | -65.8% | +3.0% | -68.8% | -66.9% |
| YTD | -69.3% | +7.8% | -77.1% | -71.0% |
| 1Y | -75.2% | +5.8% | -81.0% | -76.3% |
| All | -10.5% | +55.3% | -65.8% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling