-83.6%
OPEN vs PFG
+110.7%
-194.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -1.1% |
| 7D | +1.0% | +6.0% | -5.0% | -5.5% |
| 30D | -11.9% | +2.2% | -14.1% | -14.4% |
| 3M | -28.8% | +10.4% | -39.1% | -36.7% |
| 6M | -38.6% | +27.8% | -66.4% | -53.6% |
| YTD | -47.3% | +33.6% | -81.0% | -62.1% |
| 1Y | -49.2% | +49.3% | -98.5% | -67.3% |
| 3Y | -18.8% | +69.7% | -88.5% | -55.1% |
| 5Y | -83.6% | +111.3% | -195.0% | -91.8% |
| All | -83.6% | +110.7% | -194.3% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling