-89.0%
OPEN vs PNR
+97.1%
-186.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.9% | -3.9% |
| 7D | -15.0% | +0.3% | -15.3% | -15.1% |
| 30D | -40.2% | +31.7% | -71.9% | -56.1% |
| 3M | -67.4% | +2.6% | -70.0% | -68.4% |
| 6M | -74.0% | -6.4% | -67.6% | -73.7% |
| YTD | -79.6% | -33.4% | -46.2% | -69.7% |
| 1Y | -86.1% | -35.1% | -51.0% | -78.8% |
| 3Y | -41.4% | +17.1% | -58.5% | -54.9% |
| 5Y | -94.9% | -3.5% | -91.3% | -96.1% |
| All | -89.0% | +97.1% | -186.1% | -93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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