+12.8%
PG vs OPEN
-85.3%
+98.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.3% |
| 7D | -2.7% | -10.5% | +7.9% | -2.6% |
| 30D | -1.5% | -21.8% | +20.2% | -1.3% |
| 3M | -3.4% | -37.5% | +34.1% | -3.0% |
| 6M | -7.0% | -44.1% | +37.1% | -6.6% |
| YTD | +2.0% | -52.0% | +54.0% | +2.5% |
| 1Y | -6.5% | -52.2% | +45.8% | -6.3% |
| 3Y | +1.2% | -25.9% | +27.1% | -0.2% |
| 5Y | +12.8% | -85.1% | +97.9% | +5.3% |
| All | +12.8% | -85.3% | +98.1% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling