+337.3%
PSX vs OPEN
-72.1%
+409.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.7% |
| 7D | +1.8% | -2.9% | +4.7% | +1.9% |
| 30D | +21.6% | -13.8% | +35.4% | +22.0% |
| 3M | +46.5% | -30.9% | +77.3% | +47.5% |
| 6M | +62.0% | -40.9% | +102.9% | +63.5% |
| YTD | +106.3% | -48.5% | +154.9% | +108.6% |
| 1Y | +103.0% | -50.9% | +153.9% | +103.5% |
| 3Y | +135.5% | -20.6% | +156.2% | +125.6% |
| 5Y | +368.5% | -84.2% | +452.7% | +350.8% |
| All | +337.3% | -72.1% | +409.4% | +281.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling