-83.9%
OPEN vs PPL
-1.1%
-82.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.2% | +4.3% |
| 7D | -31.1% | -1.0% | -30.1% | -31.0% |
| 30D | -34.7% | +3.0% | -37.7% | -34.8% |
| 3M | -61.9% | +1.1% | -63.0% | -61.8% |
| 6M | -71.9% | -0.8% | -71.1% | -71.7% |
| YTD | -76.6% | +3.5% | -80.0% | -78.3% |
| 1Y | -83.9% | -0.9% | -83.0% | -82.2% |
| All | -83.9% | -1.1% | -82.8% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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