+14.1%
PH vs OPEN
-82.9%
+97.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.7% |
| 7D | +6.9% | -31.1% | +38.0% | +7.4% |
| 30D | +1.7% | -34.7% | +36.4% | +2.4% |
| 3M | -8.1% | -61.9% | +53.7% | -5.7% |
| 6M | +11.5% | -71.9% | +83.3% | +15.4% |
| YTD | +11.4% | -76.6% | +88.0% | +16.7% |
| 1Y | +14.1% | -83.9% | +98.0% | +20.8% |
| All | +14.1% | -82.9% | +97.0% | +20.8% |
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