-74.1%
OPEN vs PSLV
+227.4%
-301.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.3% | -1.4% | -4.8% |
| 7D | -10.5% | -4.9% | -5.7% | -8.9% |
| 30D | -21.8% | -1.9% | -19.9% | -21.2% |
| 3M | -37.5% | +4.2% | -41.7% | -38.5% |
| 6M | -44.1% | -27.6% | -16.5% | -38.4% |
| YTD | -52.0% | -11.7% | -40.3% | -52.6% |
| 1Y | -52.2% | +49.3% | -101.5% | -62.4% |
| 3Y | -25.9% | +167.1% | -193.1% | -54.7% |
| 5Y | -85.1% | +151.7% | -236.8% | -90.9% |
| All | -74.1% | +227.4% | -301.5% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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