-70.8%
OPEN vs GSK
+58.8%
-129.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.6% | +1.1% |
| 7D | -4.3% | -1.8% | -2.4% | -3.8% |
| 30D | -16.2% | -2.2% | -14.0% | -15.8% |
| 3M | -36.4% | -1.8% | -34.6% | -36.3% |
| 6M | -35.5% | -10.6% | -24.8% | -33.9% |
| YTD | -46.0% | +4.4% | -50.4% | -47.8% |
| 1Y | -47.1% | +30.4% | -77.6% | -53.0% |
| 3Y | -19.0% | +60.1% | -79.1% | -33.5% |
| 5Y | -83.6% | +46.8% | -130.4% | -86.3% |
| All | -70.8% | +58.8% | -129.7% | -77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling