-71.6%
OPEN vs GEN
+68.1%
-139.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -0.8% |
| 7D | +1.0% | -0.7% | +1.7% | +1.4% |
| 30D | -11.9% | +2.6% | -14.6% | -13.6% |
| 3M | -28.8% | +15.8% | -44.6% | -35.6% |
| 6M | -38.6% | +33.1% | -71.7% | -50.2% |
| YTD | -47.3% | +11.3% | -58.6% | -51.8% |
| 1Y | -49.2% | +1.7% | -50.8% | -50.3% |
| 3Y | -18.8% | +58.1% | -76.9% | -39.6% |
| 5Y | -83.6% | +20.6% | -104.2% | -87.1% |
| All | -71.6% | +68.1% | -139.7% | -81.5% |
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