-87.4%
OPEN vs GRMN
+252.1%
-339.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +2.6% |
| 7D | -31.1% | +1.7% | -32.7% | -31.9% |
| 30D | -34.7% | +10.2% | -44.9% | -39.8% |
| 3M | -61.9% | -4.7% | -57.2% | -60.2% |
| 6M | -71.9% | +22.3% | -94.1% | -77.4% |
| YTD | -76.6% | +46.7% | -123.3% | -84.6% |
| 1Y | -83.9% | +49.6% | -133.6% | -89.6% |
| 3Y | -34.4% | +165.3% | -199.7% | -81.8% |
| 5Y | -93.9% | +130.3% | -224.3% | -98.3% |
| All | -87.4% | +252.1% | -339.5% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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