-71.4%
OPEN vs GSK
+14.9%
-86.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.0% | +8.8% | +13.5% |
| 7D | +3.7% | +4.9% | -1.3% | +3.4% |
| 30D | -14.3% | +9.9% | -24.2% | -14.0% |
| 3M | -51.9% | +0.2% | -52.1% | -52.2% |
| 6M | -61.4% | +2.3% | -63.7% | -61.4% |
| YTD | -66.0% | +7.1% | -73.1% | -69.7% |
| 1Y | -71.4% | +13.1% | -84.5% | -77.3% |
| All | -71.4% | +14.9% | -86.3% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling