-19.5%
PCG vs OPEN
-81.0%
+61.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -1.2% |
| 7D | -1.6% | -22.2% | +20.6% | -0.9% |
| 30D | +1.4% | -38.3% | +39.7% | +2.8% |
| 3M | -23.4% | -59.4% | +36.0% | -21.2% |
| 6M | -19.4% | -74.4% | +55.0% | -16.4% |
| YTD | -18.5% | -76.0% | +57.5% | -15.0% |
| 1Y | -19.5% | -78.7% | +59.1% | -16.4% |
| All | -19.5% | -81.0% | +61.4% | -16.4% |
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