-87.9%
OPEN vs PHM
+286.6%
-374.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.9% | -3.2% | -3.3% |
| 7D | -24.7% | +2.9% | -27.6% | -26.0% |
| 30D | -41.0% | +16.5% | -57.5% | -48.7% |
| 3M | -62.4% | +0.6% | -63.0% | -62.2% |
| 6M | -73.9% | +11.6% | -85.4% | -76.7% |
| YTD | -77.5% | +12.1% | -89.6% | -80.4% |
| 1Y | -83.6% | +9.6% | -93.2% | -85.5% |
| 3Y | -37.0% | +62.3% | -99.3% | -60.7% |
| 5Y | -93.3% | +170.4% | -263.7% | -97.4% |
| All | -87.9% | +286.6% | -374.5% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling