-83.6%
OPEN vs PHM
+152.9%
-236.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | +1.3% |
| 7D | +1.0% | -2.5% | +3.5% | +3.8% |
| 30D | -11.9% | -9.7% | -2.3% | -1.3% |
| 3M | -28.8% | +2.2% | -31.0% | -32.1% |
| 6M | -38.6% | -5.7% | -32.9% | -36.9% |
| YTD | -47.3% | +2.8% | -50.2% | -51.3% |
| 1Y | -49.2% | -14.4% | -34.8% | -41.9% |
| 3Y | -18.8% | +52.2% | -71.0% | -53.6% |
| 5Y | -83.6% | +154.3% | -237.9% | -95.4% |
| All | -83.6% | +152.9% | -236.5% | -95.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling