-87.4%
OPEN vs PSA
+122.3%
-209.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.3% |
| 7D | -31.1% | -2.1% | -29.0% | -29.4% |
| 30D | -34.7% | +16.2% | -50.9% | -43.1% |
| 3M | -61.9% | +4.3% | -66.2% | -63.3% |
| 6M | -71.9% | +9.9% | -81.7% | -74.7% |
| YTD | -76.6% | +33.3% | -109.8% | -82.8% |
| 1Y | -83.9% | +25.8% | -109.7% | -87.5% |
| 3Y | -34.4% | +54.8% | -89.1% | -57.7% |
| 5Y | -93.9% | +27.5% | -121.5% | -95.2% |
| All | -87.4% | +122.3% | -209.6% | -89.2% |
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