+437.1%
PH vs OPEN
-87.0%
+524.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -21.8% | +24.6% | +4.1% |
| 7D | +2.0% | -22.2% | +24.2% | +3.2% |
| 30D | -3.7% | -38.3% | +34.7% | -1.4% |
| 3M | -14.0% | -59.4% | +45.3% | -9.8% |
| 6M | +2.1% | -74.4% | +76.5% | +9.6% |
| YTD | +5.1% | -76.0% | +81.0% | +12.6% |
| 1Y | +10.9% | -78.7% | +89.6% | +19.2% |
| 3Y | +132.9% | -30.0% | +162.9% | +104.5% |
| 5Y | +200.1% | -93.7% | +293.8% | +180.6% |
| All | +437.1% | -87.0% | +524.1% | +378.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling