+22.7%
PCG vs OPEN
-87.0%
+109.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -21.8% | +19.8% | -1.0% |
| 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% | -14.8% |
| YTD | -18.5% | -76.0% | +57.5% | -13.9% |
| 1Y | -19.5% | -78.7% | +59.1% | -14.9% |
| 3Y | -21.0% | -30.0% | +9.0% | -26.8% |
| 5Y | +13.7% | -93.7% | +107.5% | +12.5% |
| All | +22.7% | -87.0% | +109.7% | +21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling