-88.6%
OPEN vs PSA
+120.7%
-209.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.7% | -8.8% | -8.8% |
| 7D | -31.0% | -2.1% | -28.9% | -29.3% |
| 30D | -41.5% | +15.6% | -57.1% | -48.7% |
| 3M | -64.6% | +4.1% | -68.7% | -65.8% |
| 6M | -73.8% | +9.2% | -83.0% | -76.2% |
| YTD | -78.8% | +32.3% | -111.1% | -84.3% |
| 1Y | -86.8% | +26.2% | -113.0% | -89.8% |
| 3Y | -40.6% | +53.7% | -94.3% | -61.4% |
| 5Y | -94.7% | +26.6% | -121.2% | -95.7% |
| All | -88.6% | +120.7% | -209.2% | -90.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling