+26.9%
PFE vs OPEN
-86.9%
+113.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.6% |
| 7D | -4.7% | -21.7% | +17.0% | -4.3% |
| 30D | +3.4% | -36.5% | +39.8% | +4.0% |
| 3M | +9.2% | -59.5% | +68.8% | +10.7% |
| 6M | +15.8% | -71.9% | +87.7% | +17.9% |
| YTD | +23.4% | -75.8% | +99.3% | +25.8% |
| 1Y | +25.8% | -78.5% | +104.3% | +28.3% |
| 3Y | +17.8% | -30.2% | +48.0% | +15.7% |
| 5Y | -20.2% | -93.3% | +73.1% | -24.3% |
| All | +26.9% | -86.9% | +113.8% | +22.6% |
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