+363.8%
PSX vs OPEN
-84.0%
+447.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +1.7% |
| 7D | +2.8% | +1.0% | +1.8% | +2.8% |
| 30D | +27.8% | -11.9% | +39.7% | +28.1% |
| 3M | +42.0% | -28.8% | +70.8% | +43.1% |
| 6M | +58.1% | -38.6% | +96.7% | +59.7% |
| YTD | +105.0% | -47.3% | +152.4% | +107.5% |
| 1Y | +104.9% | -49.2% | +154.1% | +105.3% |
| 3Y | +134.1% | -18.8% | +152.8% | +122.0% |
| 5Y | +363.8% | -83.6% | +447.4% | +364.6% |
| All | +363.8% | -84.0% | +447.9% | +364.6% |
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