-18.8%
OPEN vs GSK
+53.4%
-72.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -1.9% |
| 7D | +1.0% | -4.2% | +5.2% | +2.0% |
| 30D | -11.9% | -7.5% | -4.4% | -10.3% |
| 3M | -28.8% | -3.3% | -25.5% | -28.4% |
| 6M | -38.6% | -9.3% | -29.3% | -37.5% |
| YTD | -47.3% | +1.6% | -48.9% | -49.2% |
| 1Y | -49.2% | +25.5% | -74.7% | -55.5% |
| 3Y | -18.8% | +49.3% | -68.0% | -35.2% |
| All | -18.8% | +53.4% | -72.2% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling