-86.9%
OPEN vs PAAS
+78.7%
-165.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | -0.4% |
| 7D | -21.7% | +8.8% | -30.5% | -24.0% |
| 30D | -36.5% | -8.5% | -28.0% | -34.3% |
| 3M | -59.5% | -17.0% | -42.5% | -56.9% |
| 6M | -71.9% | -27.9% | -44.0% | -68.7% |
| YTD | -75.8% | -17.5% | -58.3% | -74.7% |
| 1Y | -78.5% | +22.8% | -101.3% | -80.6% |
| 3Y | -30.2% | +224.2% | -254.4% | -59.9% |
| 5Y | -93.3% | +73.6% | -166.9% | -95.4% |
| All | -86.9% | +78.7% | -165.7% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling