+162.6%
PM vs OPEN
-94.8%
+257.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.6% | +4.8% | +1.2% |
| 7D | +0.5% | -15.0% | +15.5% | +0.7% |
| 30D | -3.2% | -40.2% | +37.0% | -2.9% |
| 3M | +6.2% | -67.4% | +73.6% | +7.2% |
| 6M | +7.7% | -74.0% | +81.7% | +8.7% |
| YTD | +27.3% | -79.6% | +106.9% | +28.7% |
| 1Y | +32.8% | -86.1% | +118.9% | +34.9% |
| 3Y | +150.0% | -41.4% | +191.4% | +142.7% |
| All | +162.6% | -94.8% | +257.4% | +163.8% |
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