+32.8%
PM vs OPEN
-86.7%
+119.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.6% | +4.8% | +1.0% |
| 7D | +0.5% | -15.0% | +15.5% | -0.2% |
| 30D | -3.2% | -40.2% | +37.0% | -5.5% |
| 3M | +6.2% | -67.4% | +73.6% | -0.4% |
| 6M | +7.7% | -74.0% | +81.7% | -0.3% |
| YTD | +27.3% | -79.6% | +106.9% | +17.7% |
| 1Y | +32.8% | -86.1% | +118.9% | +20.2% |
| All | +32.8% | -86.7% | +119.5% | +20.2% |
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