+320.4%
PSX vs OPEN
-87.8%
+408.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.1% | +6.2% | -0.8% |
| 7D | -7.8% | -24.7% | +16.9% | -7.3% |
| 30D | -9.9% | -41.0% | +31.1% | -9.0% |
| 3M | +16.9% | -62.4% | +79.3% | +19.2% |
| 6M | +48.0% | -73.9% | +121.8% | +51.8% |
| YTD | +98.3% | -77.5% | +175.9% | +103.7% |
| 1Y | +86.2% | -83.6% | +169.7% | +92.3% |
| 3Y | +144.0% | -37.0% | +181.0% | +135.2% |
| 5Y | +287.7% | -93.3% | +381.0% | +278.8% |
| All | +320.4% | -87.8% | +408.2% | +272.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling