+277.8%
PSX vs OPEN
-93.8%
+371.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.8% | +21.3% | 0.0% |
| 7D | -13.1% | -22.2% | +9.1% | -12.7% |
| 30D | -9.5% | -38.3% | +28.8% | -8.6% |
| 3M | +20.2% | -59.4% | +79.6% | +22.7% |
| 6M | +44.9% | -74.4% | +119.3% | +49.5% |
| YTD | +94.4% | -76.0% | +170.4% | +100.3% |
| 1Y | +83.1% | -78.7% | +161.7% | +88.8% |
| 3Y | +132.2% | -30.0% | +162.2% | +120.6% |
| All | +277.8% | -93.8% | +371.6% | +296.2% |
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 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