-94.7%
OPEN vs GPC
+4.3%
-99.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.1% | -4.0% |
| 7D | -15.0% | +0.4% | -15.4% | -15.3% |
| 30D | -40.2% | -6.3% | -33.9% | -36.8% |
| 3M | -67.4% | -8.2% | -59.2% | -65.0% |
| 6M | -74.0% | +27.1% | -101.1% | -79.2% |
| YTD | -79.6% | +3.1% | -82.7% | -81.1% |
| 1Y | -86.1% | +0.1% | -86.2% | -86.8% |
| 3Y | -41.4% | +0.2% | -41.6% | -48.3% |
| All | -94.7% | +4.3% | -99.1% | -96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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