-93.3%
OPEN vs PHM
+180.8%
-274.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.8% | -2.2% |
| 7D | -21.7% | +3.5% | -25.2% | -23.9% |
| 30D | -36.5% | +21.2% | -57.7% | -48.4% |
| 3M | -59.5% | +2.5% | -62.0% | -60.3% |
| 6M | -71.9% | +16.1% | -87.9% | -76.6% |
| YTD | -75.8% | +16.6% | -92.4% | -80.5% |
| 1Y | -78.5% | +14.4% | -92.9% | -82.5% |
| 3Y | -30.2% | +71.9% | -102.1% | -65.6% |
| 5Y | -93.3% | +174.3% | -267.6% | -98.4% |
| All | -93.3% | +180.8% | -274.1% | -98.4% |
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