+14.1%
PCG vs OPEN
-93.8%
+107.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -0.9% |
| 7D | -1.6% | -22.2% | +20.6% | -0.6% |
| 30D | +1.4% | -38.3% | +39.7% | +3.4% |
| 3M | -23.4% | -59.4% | +36.0% | -20.4% |
| 6M | -19.4% | -74.4% | +55.0% | -14.7% |
| YTD | -18.5% | -76.0% | +57.5% | -13.9% |
| 1Y | -19.5% | -78.7% | +59.1% | -14.8% |
| 3Y | -21.0% | -30.0% | +9.0% | -27.1% |
| All | +14.1% | -93.8% | +107.9% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling