-71.4%
OPEN vs PSA
+28.0%
-99.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.8% | +11.0% | +12.3% |
| 7D | +3.7% | +10.5% | -6.9% | -1.5% |
| 30D | -14.3% | +21.7% | -36.0% | -22.2% |
| 3M | -51.9% | +6.1% | -58.0% | -53.6% |
| 6M | -61.4% | +18.3% | -79.7% | -65.6% |
| YTD | -66.0% | +36.1% | -102.1% | -74.5% |
| 1Y | -71.4% | +29.3% | -100.7% | -77.9% |
| All | -71.4% | +28.0% | -99.4% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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