-70.8%
OPEN vs PBR
+740.1%
-811.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.0% |
| 7D | -4.3% | +8.6% | -12.8% | -6.0% |
| 30D | -16.2% | +12.8% | -29.0% | -18.5% |
| 3M | -36.4% | +14.7% | -51.0% | -38.5% |
| 6M | -35.5% | +25.2% | -60.6% | -39.2% |
| YTD | -46.0% | +77.1% | -123.1% | -53.1% |
| 1Y | -47.1% | +69.6% | -116.7% | -53.8% |
| 3Y | -19.0% | +95.6% | -114.6% | -31.9% |
| 5Y | -83.6% | +501.8% | -585.3% | -88.6% |
| All | -70.8% | +740.1% | -811.0% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling