-52.2%
OPEN vs PNC
+24.9%
-77.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.6% | -7.6% |
| 7D | -10.5% | -0.9% | -9.6% | -9.7% |
| 30D | -21.8% | -4.4% | -17.4% | -18.4% |
| 3M | -37.5% | +5.3% | -42.8% | -40.7% |
| 6M | -44.1% | +19.6% | -63.7% | -54.9% |
| YTD | -52.0% | +19.1% | -71.1% | -62.8% |
| 1Y | -52.2% | +24.3% | -76.5% | -54.2% |
| All | -52.2% | +24.9% | -77.1% | -54.2% |
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