-86.9%
OPEN vs PTC
+149.9%
-236.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.4% |
| 7D | -21.7% | +0.8% | -22.5% | -22.1% |
| 30D | -36.5% | +0.7% | -37.2% | -36.9% |
| 3M | -59.5% | +32.6% | -92.1% | -71.0% |
| 6M | -71.9% | +33.6% | -105.4% | -80.7% |
| YTD | -75.8% | +12.4% | -88.2% | -80.6% |
| 1Y | -78.5% | +11.2% | -89.7% | -82.5% |
| 3Y | -30.2% | +31.7% | -61.9% | -55.4% |
| 5Y | -93.3% | +60.1% | -153.3% | -96.2% |
| All | -86.9% | +149.9% | -236.8% | -94.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling