+26.8%
PH vs OPEN
-56.1%
+82.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | +0.4% | +1.0% | -0.6% | +0.4% |
| 30D | -10.8% | -11.9% | +1.1% | -10.7% |
| 3M | +8.5% | -28.8% | +37.2% | +8.7% |
| 6M | +3.9% | -38.6% | +42.5% | +4.3% |
| YTD | +9.4% | -47.3% | +56.8% | +10.0% |
| 1Y | +26.8% | -49.2% | +76.0% | +27.8% |
| All | +26.8% | -56.1% | +82.9% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling