-83.6%
OPEN vs PSA
+27.0%
-110.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.7% |
| 7D | -24.7% | +0.8% | -25.5% | -24.7% |
| 30D | -41.0% | +15.9% | -56.9% | -45.4% |
| 3M | -62.4% | +4.2% | -66.6% | -63.3% |
| 6M | -73.9% | +10.1% | -84.0% | -75.6% |
| YTD | -77.5% | +33.3% | -110.9% | -84.1% |
| 1Y | -83.6% | +28.2% | -111.8% | -87.9% |
| All | -83.6% | +27.0% | -110.5% | -87.9% |
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