-49.2%
OPEN vs PTC
-38.1%
-11.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.5% | +3.0% | -0.1% |
| 7D | +1.0% | -12.8% | +13.8% | +7.0% |
| 30D | -11.9% | -9.8% | -2.1% | -8.2% |
| 3M | -28.8% | -2.1% | -26.7% | -29.0% |
| 6M | -38.6% | -18.1% | -20.5% | -28.5% |
| YTD | -47.3% | -23.5% | -23.8% | -31.6% |
| 1Y | -49.2% | -37.4% | -11.8% | +29.3% |
| All | -49.2% | -38.1% | -11.1% | +29.3% |
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