+165.8%
PM vs OPEN
-93.8%
+259.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +20.0% | -1.6% |
| 7D | -5.2% | -22.2% | +17.0% | -5.0% |
| 30D | +2.7% | -38.3% | +41.0% | +3.1% |
| 3M | +5.2% | -59.4% | +64.6% | +5.9% |
| 6M | +17.0% | -74.4% | +91.4% | +18.2% |
| YTD | +25.5% | -76.0% | +101.5% | +26.7% |
| 1Y | +35.5% | -78.7% | +114.2% | +36.9% |
| 3Y | +143.9% | -30.0% | +173.9% | +136.4% |
| All | +165.8% | -93.8% | +259.6% | +162.5% |
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