-18.4%
PCG vs OPEN
-65.1%
+46.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.6% | +8.3% | -1.0% |
| 7D | 0.0% | -5.8% | +5.8% | +0.1% |
| 30D | +5.8% | -21.1% | +27.0% | +6.4% |
| 3M | -22.8% | -52.4% | +29.6% | -21.0% |
| 6M | -18.4% | -65.8% | +47.4% | -17.4% |
| All | -18.4% | -65.1% | +46.7% | -17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling