+29.3%
PFE vs OPEN
-87.8%
+117.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.1% | +7.5% | +0.6% |
| 7D | -0.7% | -24.7% | +24.0% | -0.3% |
| 30D | +5.3% | -41.0% | +46.3% | +6.1% |
| 3M | +10.1% | -62.4% | +72.5% | +11.7% |
| 6M | +18.0% | -73.9% | +91.9% | +20.3% |
| YTD | +25.8% | -77.5% | +103.3% | +28.3% |
| 1Y | +28.4% | -83.6% | +112.0% | +31.6% |
| 3Y | +20.9% | -37.0% | +57.9% | +18.9% |
| 5Y | -21.5% | -93.3% | +71.8% | -25.4% |
| All | +29.3% | -87.8% | +117.1% | +25.1% |
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