+469.3%
PH vs OPEN
-87.3%
+556.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.6% |
| 7D | +6.9% | -31.1% | +38.0% | +9.0% |
| 30D | +1.7% | -34.7% | +36.4% | +3.7% |
| 3M | -8.1% | -61.9% | +53.7% | -3.3% |
| 6M | +11.5% | -71.9% | +83.3% | +19.0% |
| YTD | +11.4% | -76.6% | +88.0% | +19.6% |
| 1Y | +14.1% | -83.9% | +98.0% | +24.9% |
| 3Y | +138.2% | -34.4% | +172.6% | +110.2% |
| 5Y | +216.0% | -93.9% | +309.9% | +196.0% |
| All | +469.3% | -87.3% | +556.6% | +407.5% |
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