-87.4%
OPEN vs GEN
+72.8%
-160.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +2.9% |
| 7D | -31.1% | -0.8% | -30.2% | -30.4% |
| 30D | -34.7% | +31.2% | -65.9% | -44.7% |
| 3M | -61.9% | +6.1% | -67.9% | -63.8% |
| 6M | -71.9% | +38.1% | -110.0% | -77.6% |
| YTD | -76.6% | +14.4% | -91.0% | -79.2% |
| 1Y | -83.9% | +15.1% | -99.0% | -85.8% |
| 3Y | -34.4% | +68.5% | -102.9% | -53.6% |
| 5Y | -93.9% | +35.8% | -129.8% | -95.5% |
| All | -87.4% | +72.8% | -160.2% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling