+32.3%
EEM vs OPEN
-63.3%
+95.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.3% |
| 7D | -1.3% | -11.4% | +10.2% | -0.2% |
| 30D | +2.1% | -20.1% | +22.1% | +4.1% |
| 3M | +1.0% | -37.6% | +38.6% | +4.9% |
| 6M | +15.9% | -47.1% | +63.0% | +21.4% |
| YTD | +24.6% | -52.1% | +76.8% | +30.6% |
| 1Y | +32.3% | -73.5% | +105.8% | +39.2% |
| All | +32.3% | -63.3% | +95.6% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling