-87.9%
OPEN vs PFG
+258.3%
-346.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.5% | -7.6% | -7.5% |
| 7D | -24.7% | +3.0% | -27.7% | -25.8% |
| 30D | -41.0% | +8.2% | -49.2% | -43.8% |
| 3M | -62.4% | +2.7% | -65.0% | -63.0% |
| 6M | -73.9% | +17.2% | -91.1% | -76.8% |
| YTD | -77.5% | +34.8% | -112.3% | -81.9% |
| 1Y | -83.6% | +43.6% | -127.1% | -87.4% |
| 3Y | -37.0% | +85.4% | -122.4% | -58.2% |
| 5Y | -93.3% | +102.2% | -195.5% | -95.3% |
| All | -87.9% | +258.3% | -346.2% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling