-87.9%
OPEN vs PSA
+122.4%
-210.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.7% | -6.4% | -6.5% |
| 7D | -24.7% | +0.8% | -25.5% | -24.8% |
| 30D | -41.0% | +15.9% | -56.9% | -48.5% |
| 3M | -62.4% | +4.2% | -66.6% | -63.7% |
| 6M | -73.9% | +10.1% | -84.0% | -76.5% |
| YTD | -77.5% | +33.3% | -110.9% | -83.5% |
| 1Y | -83.6% | +28.2% | -111.8% | -87.5% |
| 3Y | -37.0% | +54.9% | -91.9% | -59.4% |
| 5Y | -93.3% | +28.3% | -121.6% | -94.7% |
| All | -87.9% | +122.4% | -210.3% | -89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling