+23.4%
PFE vs OPEN
-34.1%
+57.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | +0.2% |
| 7D | -3.0% | -31.1% | +28.1% | -2.2% |
| 30D | +5.2% | -34.7% | +39.9% | +6.1% |
| 3M | +12.2% | -61.9% | +74.1% | +14.5% |
| 6M | +17.8% | -71.9% | +89.7% | +20.7% |
| YTD | +26.2% | -76.6% | +102.8% | +29.6% |
| 1Y | +23.2% | -83.9% | +107.1% | +27.4% |
| All | +23.4% | -34.1% | +57.4% | +24.3% |
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