+26.0%
PFE vs OPEN
-79.4%
+105.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.6% |
| 7D | -4.7% | -21.7% | +17.0% | -3.7% |
| 30D | +3.4% | -36.5% | +39.8% | +5.1% |
| 3M | +9.2% | -59.5% | +68.8% | +12.8% |
| 6M | +15.8% | -71.9% | +87.7% | +20.7% |
| YTD | +23.4% | -75.8% | +99.3% | +29.2% |
| All | +26.0% | -79.4% | +105.4% | +36.2% |
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 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