-17.1%
OPEN vs PFG
+70.7%
-87.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.2% | +2.3% |
| 7D | -4.3% | +5.5% | -9.8% | -10.1% |
| 30D | -16.2% | +2.4% | -18.6% | -18.9% |
| 3M | -36.4% | +13.6% | -49.9% | -45.8% |
| 6M | -35.5% | +27.9% | -63.3% | -52.2% |
| YTD | -46.0% | +35.6% | -81.5% | -62.7% |
| 1Y | -47.1% | +48.5% | -95.6% | -67.2% |
| All | -17.1% | +70.7% | -87.9% | -65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling