+95.7%
EEM vs OPEN
-72.1%
+167.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.4% |
| 7D | +2.0% | -2.9% | +4.9% | +2.2% |
| 30D | +5.1% | -13.8% | +18.9% | +5.9% |
| 3M | +4.6% | -30.9% | +35.5% | +6.5% |
| 6M | +17.8% | -40.9% | +58.7% | +20.8% |
| YTD | +25.8% | -48.5% | +74.4% | +29.6% |
| 1Y | +36.4% | -50.9% | +87.3% | +37.8% |
| 3Y | +90.0% | -20.6% | +110.6% | +73.9% |
| 5Y | +46.6% | -84.2% | +130.7% | +39.7% |
| All | +95.7% | -72.1% | +167.8% | +80.2% |
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