+30.3%
PEP vs OPEN
-86.9%
+117.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.4% |
| 7D | +1.0% | -21.7% | +22.7% | +1.2% |
| 30D | +12.6% | -36.5% | +49.1% | +13.0% |
| 3M | +3.1% | -59.5% | +62.7% | +4.0% |
| 6M | -6.3% | -71.9% | +65.6% | -5.3% |
| YTD | +1.9% | -75.8% | +77.7% | +3.0% |
| 1Y | +3.3% | -78.5% | +81.8% | +4.4% |
| 3Y | -4.8% | -30.2% | +25.4% | -6.9% |
| 5Y | +2.0% | -93.3% | +95.3% | -1.6% |
| All | +30.3% | -86.9% | +117.2% | +23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling