-32.8%
OPEN vs PTC
+29.2%
-62.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | -31.1% | +0.5% | -31.6% | -31.2% |
| 30D | -34.7% | +0.9% | -35.6% | -35.0% |
| 3M | -61.9% | +30.4% | -92.2% | -66.9% |
| 6M | -71.9% | +34.4% | -106.3% | -76.4% |
| YTD | -76.6% | +12.6% | -89.2% | -77.4% |
| 1Y | -83.9% | +10.2% | -94.1% | -84.2% |
| All | -32.8% | +29.2% | -62.0% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling