-74.2%
OPEN vs PBR
+785.2%
-859.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.2% |
| 7D | -11.4% | +5.4% | -16.8% | -12.4% |
| 30D | -20.1% | +22.9% | -42.9% | -23.5% |
| 3M | -37.6% | +19.6% | -57.2% | -40.3% |
| 6M | -47.1% | +16.5% | -63.5% | -49.3% |
| YTD | -52.1% | +86.7% | -138.8% | -58.9% |
| 1Y | -73.5% | +74.7% | -148.2% | -76.9% |
| 3Y | -24.4% | +102.6% | -127.0% | -36.9% |
| 5Y | -85.1% | +566.6% | -651.7% | -89.9% |
| All | -74.2% | +785.2% | -859.4% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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