+96.9%
PSX vs OPEN
-72.7%
+169.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +13.8% | -18.3% | -4.2% |
| 7D | -5.2% | +3.7% | -8.8% | -5.0% |
| 30D | -3.7% | -14.3% | +10.5% | -3.6% |
| 3M | +26.8% | -51.9% | +78.7% | +27.5% |
| 6M | +47.3% | -61.4% | +108.7% | +48.6% |
| YTD | +105.4% | -66.0% | +171.5% | +106.2% |
| 1Y | +96.9% | -71.4% | +168.3% | +97.2% |
| All | +96.9% | -72.7% | +169.6% | +97.2% |
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