-83.6%
OPEN vs PSA
+15.2%
-98.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +1.0% | -0.4% | +1.4% | +1.4% |
| 30D | -11.9% | -8.2% | -3.7% | -2.9% |
| 3M | -28.8% | -2.1% | -26.6% | -28.4% |
| 6M | -38.6% | -0.2% | -38.4% | -40.7% |
| YTD | -47.3% | +18.5% | -65.8% | -58.8% |
| 1Y | -49.2% | +6.6% | -55.8% | -54.9% |
| 3Y | -18.8% | +24.5% | -43.2% | -41.4% |
| 5Y | -83.6% | +13.6% | -97.2% | -87.1% |
| All | -83.6% | +15.2% | -98.8% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling