+459.8%
PH vs OPEN
-86.9%
+546.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.2% |
| 7D | +3.0% | -21.7% | +24.7% | +4.2% |
| 30D | -0.6% | -36.5% | +35.9% | +1.6% |
| 3M | -10.7% | -59.5% | +48.8% | -6.4% |
| 6M | +9.1% | -71.9% | +80.9% | +16.4% |
| YTD | +9.5% | -75.8% | +85.3% | +17.4% |
| 1Y | +14.0% | -78.5% | +92.5% | +22.5% |
| 3Y | +138.9% | -30.2% | +169.1% | +109.9% |
| 5Y | +209.1% | -93.3% | +302.4% | +188.5% |
| All | +459.8% | -86.9% | +546.7% | +398.2% |
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 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