+137.1%
PSX vs OPEN
-12.5%
+149.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.2% |
| 7D | +4.5% | -4.3% | +8.8% | +4.7% |
| 30D | +26.6% | -16.2% | +42.8% | +27.2% |
| 3M | +39.3% | -36.4% | +75.6% | +40.7% |
| 6M | +56.8% | -35.5% | +92.3% | +58.1% |
| YTD | +101.8% | -46.0% | +147.8% | +104.2% |
| 1Y | +99.6% | -47.1% | +146.8% | +99.6% |
| All | +137.1% | -12.5% | +149.6% | +115.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling