-24.1%
OPEN vs PNC
+129.9%
-154.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.6% | -7.8% |
| 7D | -10.5% | -0.9% | -9.6% | -9.6% |
| 30D | -21.8% | -4.4% | -17.4% | -17.7% |
| 3M | -37.5% | +5.3% | -42.8% | -41.4% |
| 6M | -44.1% | +19.6% | -63.7% | -55.6% |
| YTD | -52.0% | +19.1% | -71.1% | -62.0% |
| 1Y | -52.2% | +24.3% | -76.5% | -64.1% |
| All | -24.1% | +129.9% | -154.0% | -76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling