-41.4%
OPEN vs PFG
+82.7%
-124.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -4.2% |
| 7D | -15.0% | +2.4% | -17.4% | -17.2% |
| 30D | -40.2% | +5.9% | -46.1% | -43.0% |
| 3M | -67.4% | -0.4% | -66.9% | -67.2% |
| 6M | -74.0% | +14.8% | -88.9% | -77.9% |
| YTD | -79.6% | +31.9% | -111.5% | -85.1% |
| 1Y | -86.1% | +38.8% | -124.9% | -90.5% |
| 3Y | -41.4% | +82.4% | -123.8% | -78.1% |
| All | -41.4% | +82.7% | -124.0% | -78.1% |
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