-87.4%
OPEN vs PEG
+83.2%
-170.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.4% |
| 7D | -31.1% | +1.5% | -32.5% | -31.4% |
| 30D | -34.7% | +5.0% | -39.7% | -35.8% |
| 3M | -61.9% | -0.3% | -61.5% | -61.9% |
| 6M | -71.9% | -2.7% | -69.2% | -71.7% |
| YTD | -76.6% | -5.1% | -71.5% | -76.3% |
| 1Y | -83.9% | -8.3% | -75.6% | -83.5% |
| 3Y | -34.4% | +33.0% | -67.4% | -42.2% |
| 5Y | -93.9% | +41.3% | -135.2% | -94.6% |
| All | -87.4% | +83.2% | -170.6% | -88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling