-71.4%
OPEN vs PFG
+46.8%
-118.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.1% | +9.7% | +10.3% |
| 7D | +3.7% | +4.9% | -1.2% | 0.0% |
| 30D | -14.3% | +5.7% | -19.9% | -17.8% |
| 3M | -51.9% | +2.6% | -54.5% | -53.2% |
| 6M | -61.4% | +19.8% | -81.2% | -67.8% |
| YTD | -66.0% | +36.3% | -102.3% | -74.9% |
| 1Y | -71.4% | +47.9% | -119.3% | -80.8% |
| All | -71.4% | +46.8% | -118.2% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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