-86.1%
OPEN vs GSK
+8.8%
-94.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.6% |
| 7D | -15.0% | +0.2% | -15.2% | -15.0% |
| 30D | -40.2% | +5.4% | -45.6% | -40.1% |
| 3M | -67.4% | +0.9% | -68.3% | -67.4% |
| 6M | -74.0% | +0.7% | -74.8% | -74.0% |
| YTD | -79.6% | +5.6% | -85.2% | -81.4% |
| 1Y | -86.1% | +8.5% | -94.6% | -87.6% |
| All | -86.1% | +8.8% | -94.9% | -87.6% |
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