-48.8%
OPEN vs PEG
-6.4%
-42.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.3% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -13.8% | -1.7% | -12.1% | -13.7% |
| 3M | -30.9% | -6.8% | -24.1% | -31.1% |
| 6M | -40.9% | -11.4% | -29.6% | -40.2% |
| YTD | -48.5% | -7.2% | -41.3% | -49.5% |
| All | -48.8% | -6.4% | -42.4% | -46.6% |
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