-70.8%
OPEN vs GD
+165.0%
-235.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.4% |
| 7D | -4.3% | -5.3% | +1.0% | -1.9% |
| 30D | -16.2% | -6.4% | -9.8% | -13.8% |
| 3M | -36.4% | +5.7% | -42.1% | -38.3% |
| 6M | -35.5% | -0.9% | -34.5% | -35.6% |
| YTD | -46.0% | +8.2% | -54.1% | -48.1% |
| 1Y | -47.1% | +13.4% | -60.6% | -49.7% |
| 3Y | -19.0% | +68.5% | -87.5% | -33.8% |
| 5Y | -83.6% | +97.2% | -180.7% | -86.1% |
| All | -70.8% | +165.0% | -235.8% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling