-70.8%
OPEN vs PEG
+80.1%
-150.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -4.3% | +0.7% | -5.0% | -4.5% |
| 30D | -16.2% | -2.4% | -13.8% | -15.5% |
| 3M | -36.4% | -4.8% | -31.6% | -35.5% |
| 6M | -35.5% | -10.7% | -24.8% | -33.1% |
| YTD | -46.0% | -6.7% | -39.3% | -45.1% |
| 1Y | -47.1% | -6.8% | -40.3% | -46.3% |
| 3Y | -19.0% | +34.5% | -53.5% | -28.7% |
| 5Y | -83.6% | +35.8% | -119.3% | -85.4% |
| All | -70.8% | +80.1% | -150.9% | -72.5% |
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 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