-2.6%
PEP vs OPEN
-38.6%
+36.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | -2.4% | -4.3% | +1.8% | -2.4% |
| 30D | -0.8% | -16.2% | +15.4% | -0.8% |
| 3M | -2.2% | -36.4% | +34.2% | -2.0% |
| 6M | -14.4% | -35.5% | +21.1% | -14.3% |
| YTD | -2.2% | -46.0% | +43.7% | -2.1% |
| 1Y | -2.6% | -47.1% | +44.6% | -3.3% |
| All | -2.6% | -38.6% | +36.0% | -3.3% |
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