-87.9%
OPEN vs PFGC
+324.6%
-412.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.7% |
| 7D | -24.7% | +15.0% | -39.7% | -30.7% |
| 30D | -41.0% | +17.0% | -58.0% | -46.2% |
| 3M | -62.4% | -2.5% | -59.9% | -61.7% |
| 6M | -73.9% | +19.2% | -93.1% | -76.8% |
| YTD | -77.5% | +23.4% | -101.0% | -80.7% |
| 1Y | -83.6% | +13.9% | -97.4% | -85.1% |
| 3Y | -37.0% | +82.0% | -119.0% | -56.4% |
| 5Y | -93.3% | +128.7% | -222.0% | -95.8% |
| All | -87.9% | +324.6% | -412.5% | -92.6% |
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