-85.1%
OPEN vs GFI
+515.1%
-600.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -6.1% |
| 7D | -10.5% | -5.1% | -5.4% | -9.6% |
| 30D | -21.8% | +13.4% | -35.2% | -23.7% |
| 3M | -37.5% | +36.2% | -73.7% | -41.4% |
| 6M | -44.1% | -9.8% | -34.3% | -43.8% |
| YTD | -52.0% | +7.7% | -59.6% | -53.4% |
| 1Y | -52.2% | +27.2% | -79.4% | -55.0% |
| 3Y | -25.9% | +300.3% | -326.2% | -42.2% |
| 5Y | -85.1% | +539.8% | -624.9% | -88.9% |
| All | -85.1% | +515.1% | -600.2% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling