-71.4%
OPEN vs PTC
+0.1%
-71.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.6% | +13.2% | +13.7% |
| 7D | +3.7% | +0.1% | +3.6% | +3.7% |
| 30D | -14.3% | +1.5% | -15.8% | -14.4% |
| 3M | -51.9% | +37.8% | -89.7% | -54.1% |
| 6M | -61.4% | +41.2% | -102.6% | -63.8% |
| YTD | -66.0% | +12.0% | -78.1% | -62.3% |
| 1Y | -71.4% | +1.6% | -73.0% | -64.3% |
| All | -71.4% | +0.1% | -71.5% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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