-89.0%
OPEN vs PNC
+165.0%
-254.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -4.1% |
| 7D | -15.0% | +3.1% | -18.1% | -17.2% |
| 30D | -40.2% | +7.6% | -47.8% | -43.7% |
| 3M | -67.4% | -8.1% | -59.3% | -64.9% |
| 6M | -74.0% | +12.6% | -86.6% | -76.6% |
| YTD | -79.6% | +15.0% | -94.5% | -82.0% |
| 1Y | -86.1% | +30.4% | -116.5% | -89.0% |
| 3Y | -41.4% | +116.1% | -157.5% | -67.3% |
| 5Y | -94.9% | +37.5% | -132.3% | -96.5% |
| All | -89.0% | +165.0% | -254.0% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling