-85.6%
OPEN vs PHM
+7.3%
-92.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.0% | -7.5% | -8.0% |
| 7D | -31.0% | -6.1% | -24.9% | -27.3% |
| 30D | -41.5% | +13.7% | -55.2% | -45.5% |
| 3M | -64.6% | -1.5% | -63.1% | -64.1% |
| 6M | -73.8% | +11.3% | -85.0% | -75.4% |
| YTD | -78.8% | +8.9% | -87.7% | -80.3% |
| All | -85.6% | +7.3% | -92.9% | -86.6% |
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