-65.8%
OPEN vs PPL
-3.2%
-62.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.8% | -10.4% | -9.4% |
| 7D | -5.8% | +1.0% | -6.8% | -5.5% |
| 30D | -21.1% | +6.8% | -28.0% | -19.6% |
| 3M | -52.4% | +3.9% | -56.3% | -51.8% |
| 6M | -65.8% | -2.0% | -63.7% | -65.6% |
| All | -65.8% | -3.2% | -62.6% | -65.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling