-87.0%
OPEN vs GEN
+68.0%
-155.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.6% | -19.1% | -20.2% |
| 7D | -22.2% | +2.3% | -24.5% | -22.7% |
| 30D | -38.3% | +33.1% | -71.4% | -48.3% |
| 3M | -59.4% | +6.5% | -65.8% | -61.6% |
| 6M | -74.4% | +53.8% | -128.2% | -81.3% |
| YTD | -76.0% | +11.2% | -87.2% | -78.3% |
| 1Y | -78.7% | +19.4% | -98.0% | -81.6% |
| 3Y | -30.0% | +81.0% | -111.0% | -52.5% |
| 5Y | -93.7% | +33.4% | -127.2% | -95.3% |
| All | -87.0% | +68.0% | -155.1% | -91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling