+262.9%
PM vs OPEN
-87.0%
+349.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +20.0% | -1.7% |
| 7D | -5.2% | -22.2% | +17.0% | -5.1% |
| 30D | +2.7% | -38.3% | +41.0% | +2.9% |
| 3M | +6.1% | -59.4% | +65.5% | +6.6% |
| 6M | +18.0% | -74.4% | +92.4% | +18.7% |
| YTD | +26.6% | -76.0% | +102.6% | +27.3% |
| 1Y | +36.7% | -78.7% | +115.3% | +37.5% |
| 3Y | +146.0% | -30.0% | +176.0% | +141.3% |
| 5Y | +164.1% | -93.7% | +257.8% | +154.5% |
| All | +262.9% | -87.0% | +349.9% | +245.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling