-74.1%
OPEN vs PEG
+78.7%
-152.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.6% |
| 7D | -10.5% | -0.9% | -9.6% | -10.3% |
| 30D | -21.8% | -2.8% | -19.0% | -21.1% |
| 3M | -37.5% | -6.9% | -30.6% | -36.1% |
| 6M | -44.1% | -11.4% | -32.7% | -42.0% |
| YTD | -52.0% | -7.4% | -44.6% | -51.0% |
| 1Y | -52.2% | -8.3% | -44.0% | -51.2% |
| 3Y | -25.9% | +31.5% | -57.5% | -34.4% |
| 5Y | -85.1% | +38.0% | -123.0% | -86.6% |
| All | -74.1% | +78.7% | -152.8% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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