-30.0%
OPEN vs GD
+54.3%
-84.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.6% | -21.1% | -21.4% |
| 7D | -22.2% | -5.0% | -17.2% | -20.2% |
| 30D | -38.3% | +8.9% | -47.2% | -41.5% |
| 3M | -59.4% | -8.0% | -51.3% | -57.6% |
| 6M | -74.4% | +2.9% | -77.3% | -75.2% |
| YTD | -76.0% | +7.1% | -83.1% | -77.2% |
| 1Y | -78.7% | +5.9% | -84.6% | -79.6% |
| 3Y | -30.0% | +53.9% | -83.9% | -44.2% |
| All | -30.0% | +54.3% | -84.3% | -44.2% |
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