+25.2%
PCG vs OPEN
-87.8%
+113.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.1% | +7.8% | +1.0% |
| 7D | -0.5% | -24.7% | +24.3% | +0.7% |
| 30D | +0.8% | -41.0% | +41.8% | +2.9% |
| 3M | -22.0% | -62.4% | +40.3% | -18.7% |
| 6M | -17.1% | -73.9% | +56.8% | -12.4% |
| YTD | -16.9% | -77.5% | +60.7% | -12.0% |
| 1Y | -19.1% | -83.6% | +64.5% | -13.2% |
| 3Y | -19.4% | -37.0% | +17.6% | -25.0% |
| 5Y | +9.0% | -93.3% | +102.3% | +7.6% |
| All | +25.2% | -87.8% | +113.0% | +24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling