-86.8%
OPEN vs GEN
+11.7%
-98.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.1% | -6.4% | -8.3% |
| 7D | -31.0% | -3.0% | -28.0% | -30.0% |
| 30D | -41.5% | +24.7% | -66.2% | -45.2% |
| 3M | -64.6% | +4.1% | -68.7% | -65.1% |
| 6M | -73.8% | +36.0% | -109.8% | -76.1% |
| YTD | -78.8% | +10.9% | -89.7% | -79.8% |
| 1Y | -86.8% | +12.2% | -99.0% | -87.6% |
| All | -86.8% | +11.7% | -98.5% | -87.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling