+235.9%
PM vs OPEN
-71.4%
+307.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.2% |
| 7D | -1.3% | +1.0% | -2.3% | -1.3% |
| 30D | -2.6% | -11.9% | +9.4% | -2.5% |
| 3M | +5.8% | -28.8% | +34.6% | +5.9% |
| 6M | +10.6% | -38.6% | +49.2% | +10.7% |
| YTD | +17.2% | -47.3% | +64.5% | +17.5% |
| 1Y | +17.6% | -49.2% | +66.8% | +17.5% |
| 3Y | +124.3% | -18.8% | +143.0% | +120.1% |
| 5Y | +125.1% | -83.6% | +208.7% | +116.8% |
| All | +235.9% | -71.4% | +307.4% | +218.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling