-48.8%
OPEN vs PHM
-12.6%
-36.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.3% | -1.6% |
| 7D | -2.9% | -3.9% | +0.9% | 0.0% |
| 30D | -13.8% | -8.6% | -5.2% | -7.5% |
| 3M | -30.9% | -2.9% | -27.9% | -30.1% |
| 6M | -40.9% | -5.7% | -35.2% | -39.1% |
| YTD | -48.5% | +1.9% | -50.4% | -52.9% |
| All | -48.8% | -12.6% | -36.2% | -29.4% |
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