-41.4%
OPEN vs GEN
+67.9%
-109.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.4% | -6.0% | -5.2% |
| 7D | -15.0% | +2.0% | -17.0% | -16.0% |
| 30D | -40.2% | +27.7% | -67.9% | -48.7% |
| 3M | -67.4% | +3.3% | -70.7% | -68.3% |
| 6M | -74.0% | +31.8% | -105.8% | -78.9% |
| YTD | -79.6% | +13.5% | -93.1% | -81.3% |
| 1Y | -86.1% | +16.0% | -102.1% | -87.6% |
| 3Y | -41.4% | +70.6% | -112.0% | -59.8% |
| All | -41.4% | +67.9% | -109.3% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling