-74.2%
OPEN vs GFI
+617.4%
-691.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.1% |
| 7D | -11.4% | -4.9% | -6.6% | -10.5% |
| 30D | -20.1% | +10.7% | -30.8% | -21.7% |
| 3M | -37.6% | +25.6% | -63.2% | -40.7% |
| 6M | -47.1% | -8.3% | -38.8% | -46.9% |
| YTD | -52.1% | +6.3% | -58.5% | -53.5% |
| 1Y | -73.5% | +22.1% | -95.6% | -75.0% |
| 3Y | -24.4% | +289.2% | -313.6% | -43.3% |
| 5Y | -85.1% | +531.7% | -616.8% | -90.5% |
| All | -74.2% | +617.4% | -691.6% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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