+74.1%
EEM vs OPEN
-88.9%
+163.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.3% | -0.1% |
| 7D | +2.7% | -15.0% | +17.7% | +3.6% |
| 30D | -5.4% | -40.2% | +34.8% | -2.9% |
| 3M | -8.6% | -67.4% | +58.8% | -3.0% |
| 6M | -8.9% | -74.0% | +65.1% | -2.3% |
| YTD | +11.9% | -79.6% | +91.5% | +21.1% |
| 1Y | +13.1% | -86.1% | +99.2% | +24.5% |
| 3Y | +70.7% | -41.4% | +112.0% | +57.6% |
| 5Y | +31.8% | -94.9% | +126.6% | +33.8% |
| All | +74.1% | -88.9% | +163.1% | +68.3% |
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 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