-2.5%
PFE vs OPEN
-17.1%
+14.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.3% |
| 7D | +1.8% | -4.3% | +6.0% | +1.8% |
| 30D | +10.2% | -16.2% | +26.5% | +10.6% |
| 3M | +12.7% | -36.4% | +49.0% | +13.7% |
| 6M | +10.5% | -35.5% | +46.0% | +11.3% |
| YTD | +20.2% | -46.0% | +66.1% | +21.4% |
| 1Y | +24.1% | -47.1% | +71.2% | +24.4% |
| All | -2.5% | -17.1% | +14.6% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling