-18.8%
OPEN vs PHM
+52.3%
-71.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | +1.1% |
| 7D | +1.0% | -2.5% | +3.5% | +3.6% |
| 30D | -11.9% | -9.7% | -2.3% | -2.1% |
| 3M | -28.8% | +2.2% | -31.0% | -31.9% |
| 6M | -38.6% | -5.7% | -32.9% | -36.9% |
| YTD | -47.3% | +2.8% | -50.2% | -51.2% |
| 1Y | -49.2% | -14.4% | -34.8% | -41.9% |
| 3Y | -18.8% | +52.2% | -71.0% | -57.1% |
| All | -18.8% | +52.3% | -71.1% | -57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling