-85.1%
OPEN vs GNRC
-60.2%
-24.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.6% | -4.1% | -4.7% |
| 7D | -10.5% | -0.7% | -9.8% | -10.0% |
| 30D | -21.8% | -15.8% | -5.9% | -11.2% |
| 3M | -37.5% | -24.0% | -13.5% | -25.8% |
| 6M | -44.1% | -13.8% | -30.3% | -42.8% |
| YTD | -52.0% | +33.2% | -85.2% | -67.4% |
| 1Y | -52.2% | -1.8% | -50.4% | -57.9% |
| 3Y | -25.9% | +57.7% | -83.7% | -59.1% |
| 5Y | -85.1% | -59.7% | -25.3% | -74.8% |
| All | -85.1% | -60.2% | -24.9% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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