+9.2%
PCG vs OPEN
-93.9%
+103.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.2% | -1.2% |
| 7D | -2.2% | -31.1% | +28.8% | -0.6% |
| 30D | -0.5% | -34.7% | +34.2% | +1.3% |
| 3M | -24.0% | -61.9% | +37.9% | -20.7% |
| 6M | -18.6% | -71.9% | +53.2% | -14.2% |
| YTD | -17.7% | -76.6% | +58.9% | -12.8% |
| 1Y | -20.0% | -83.9% | +63.9% | -13.9% |
| 3Y | -20.2% | -34.4% | +14.1% | -26.4% |
| All | +9.2% | -93.9% | +103.1% | +28.7% |
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