+209.7%
PH vs OPEN
-94.8%
+304.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.2% |
| 7D | +4.3% | -15.0% | +19.3% | +5.4% |
| 30D | +0.1% | -40.2% | +40.3% | +2.9% |
| 3M | -9.4% | -67.4% | +58.0% | -3.2% |
| 6M | +8.8% | -74.0% | +82.8% | +17.3% |
| YTD | +9.6% | -79.6% | +89.2% | +19.4% |
| 1Y | +14.4% | -86.1% | +100.5% | +27.6% |
| 3Y | +134.5% | -41.4% | +175.9% | +102.7% |
| All | +209.7% | -94.8% | +304.5% | +228.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling