-70.8%
OPEN vs PFGC
+277.3%
-348.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +1.0% |
| 7D | -4.3% | -2.2% | -2.1% | -2.9% |
| 30D | -16.2% | -11.9% | -4.3% | -9.8% |
| 3M | -36.4% | +5.0% | -41.4% | -39.1% |
| 6M | -35.5% | +8.6% | -44.1% | -39.9% |
| YTD | -46.0% | +9.7% | -55.7% | -50.4% |
| 1Y | -47.1% | -6.3% | -40.9% | -46.1% |
| 3Y | -19.0% | +58.2% | -77.2% | -39.2% |
| 5Y | -83.6% | +110.4% | -194.0% | -89.0% |
| All | -70.8% | +277.3% | -348.2% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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