-86.9%
OPEN vs GEN
+68.1%
-155.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -21.7% | -0.3% | -21.4% | -21.0% |
| 30D | -36.5% | +28.2% | -64.7% | -45.5% |
| 3M | -59.5% | +2.6% | -62.2% | -60.8% |
| 6M | -71.9% | +32.7% | -104.5% | -77.0% |
| YTD | -75.8% | +11.3% | -87.1% | -78.1% |
| 1Y | -78.5% | +17.9% | -96.5% | -81.3% |
| 3Y | -30.2% | +66.3% | -96.5% | -50.2% |
| 5Y | -93.3% | +31.7% | -125.0% | -95.0% |
| All | -86.9% | +68.1% | -155.0% | -91.6% |
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