-83.6%
OPEN vs PEG
-7.0%
-76.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.9% |
| 7D | -24.7% | +2.6% | -27.3% | -25.2% |
| 30D | -41.0% | +3.3% | -44.3% | -41.4% |
| 3M | -62.4% | +1.1% | -63.4% | -62.4% |
| 6M | -73.9% | -1.4% | -72.4% | -74.2% |
| YTD | -77.5% | -4.6% | -73.0% | -79.4% |
| 1Y | -83.6% | -7.2% | -76.4% | -82.2% |
| All | -83.6% | -7.0% | -76.6% | -82.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling