-94.7%
OPEN vs PNR
-2.0%
-92.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.7% | -7.8% | -7.4% |
| 7D | -31.0% | -2.3% | -28.7% | -28.4% |
| 30D | -41.5% | +29.3% | -70.7% | -58.1% |
| 3M | -64.6% | +4.1% | -68.7% | -66.6% |
| 6M | -73.8% | -8.6% | -65.2% | -72.6% |
| YTD | -78.8% | -33.6% | -45.2% | -66.5% |
| 1Y | -86.8% | -36.4% | -50.5% | -77.8% |
| 3Y | -40.6% | +15.1% | -55.7% | -60.6% |
| 5Y | -94.7% | -3.8% | -90.9% | -96.5% |
| All | -94.7% | -2.0% | -92.6% | -96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling