+46.9%
PM vs OPEN
-72.7%
+119.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +13.8% | -12.2% | +2.4% |
| 7D | +4.3% | +3.7% | +0.6% | +4.5% |
| 30D | +11.5% | -14.3% | +25.8% | +10.6% |
| 3M | +13.0% | -51.9% | +65.0% | +8.7% |
| 6M | +25.9% | -61.4% | +87.3% | +20.0% |
| YTD | +34.0% | -66.0% | +100.0% | +28.2% |
| 1Y | +46.9% | -71.4% | +118.3% | +40.2% |
| All | +46.9% | -72.7% | +119.6% | +40.2% |
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