-71.4%
OPEN vs PHM
+16.2%
-87.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +7.2% | +6.6% | +8.7% |
| 7D | +3.7% | +13.6% | -9.9% | -4.9% |
| 30D | -14.3% | +19.3% | -33.6% | -24.0% |
| 3M | -51.9% | +3.5% | -55.4% | -53.4% |
| 6M | -61.4% | +18.6% | -80.0% | -65.8% |
| YTD | -66.0% | +16.7% | -82.7% | -70.4% |
| 1Y | -71.4% | +14.6% | -86.0% | -75.6% |
| All | -71.4% | +16.2% | -87.6% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling