-70.8%
OPEN vs GPC
+88.7%
-159.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.1% |
| 7D | -4.3% | +1.2% | -5.5% | -4.9% |
| 30D | -16.2% | +6.0% | -22.2% | -19.2% |
| 3M | -36.4% | +42.6% | -79.0% | -50.6% |
| 6M | -35.5% | +22.8% | -58.2% | -44.6% |
| YTD | -46.0% | +15.5% | -61.4% | -52.6% |
| 1Y | -47.1% | +2.0% | -49.2% | -49.4% |
| 3Y | -19.0% | -1.4% | -17.6% | -22.7% |
| 5Y | -83.6% | +30.6% | -114.2% | -85.6% |
| All | -70.8% | +88.7% | -159.5% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling