-84.0%
OPEN vs PAAS
+113.1%
-197.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.6% |
| 7D | -4.3% | -2.9% | -1.4% | -3.1% |
| 30D | -16.2% | +6.8% | -23.0% | -18.8% |
| 3M | -36.4% | -2.9% | -33.5% | -36.3% |
| 6M | -35.5% | -16.4% | -19.0% | -32.4% |
| YTD | -46.0% | 0.0% | -46.0% | -47.5% |
| 1Y | -47.1% | +54.3% | -101.5% | -57.2% |
| 3Y | -19.0% | +230.7% | -249.7% | -56.8% |
| All | -84.0% | +113.1% | -197.1% | -90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling