-16.0%
PCG vs OPEN
-72.7%
+56.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.8% | -13.0% | +0.4% |
| 7D | +1.9% | +3.7% | -1.8% | +1.8% |
| 30D | +8.5% | -14.3% | +22.8% | +8.9% |
| 3M | -22.9% | -51.9% | +29.0% | -21.2% |
| 6M | -16.8% | -61.4% | +44.7% | -14.8% |
| YTD | -15.8% | -66.0% | +50.3% | -13.2% |
| 1Y | -16.0% | -71.4% | +55.4% | -13.3% |
| All | -16.0% | -72.7% | +56.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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