-71.4%
OPEN vs PNC
+32.8%
-104.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.8% | +12.0% | +12.4% |
| 7D | +3.7% | +2.3% | +1.4% | +2.0% |
| 30D | -14.3% | +7.0% | -21.2% | -18.6% |
| 3M | -51.9% | -7.3% | -44.6% | -48.9% |
| 6M | -61.4% | +8.9% | -70.3% | -63.8% |
| YTD | -66.0% | +15.5% | -81.6% | -71.6% |
| 1Y | -71.4% | +31.8% | -103.2% | -80.5% |
| All | -71.4% | +32.8% | -104.1% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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