+459.4%
PH vs OPEN
-71.4%
+530.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.5% |
| 7D | +0.4% | +1.0% | -0.6% | +0.3% |
| 30D | -10.8% | -11.9% | +1.1% | -10.2% |
| 3M | +8.5% | -28.8% | +37.2% | +10.3% |
| 6M | +3.9% | -38.6% | +42.5% | +6.2% |
| YTD | +9.4% | -47.3% | +56.8% | +12.5% |
| 1Y | +26.8% | -49.2% | +76.0% | +27.0% |
| 3Y | +140.8% | -18.8% | +159.6% | +112.6% |
| 5Y | +253.8% | -83.6% | +337.4% | +216.0% |
| All | +459.4% | -71.4% | +530.8% | +377.7% |
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