-74.0%
OPEN vs PBR
-6.4%
-67.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -5.0% | -3.1% |
| 7D | -15.0% | -1.0% | -14.0% | -15.2% |
| 30D | -40.2% | -29.3% | -10.9% | -47.5% |
| 3M | -67.4% | +5.5% | -72.9% | -64.9% |
| 6M | -74.0% | -2.9% | -71.1% | -70.7% |
| All | -74.0% | -6.4% | -67.6% | -70.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling