+33.6%
EEM vs OPEN
-93.7%
+127.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.1% | +6.3% | -0.3% |
| 7D | -0.9% | -24.7% | +23.8% | +0.5% |
| 30D | -9.3% | -41.0% | +31.7% | -6.9% |
| 3M | -7.1% | -62.4% | +55.3% | -2.1% |
| 6M | -10.4% | -73.9% | +63.5% | -3.9% |
| YTD | +11.3% | -77.5% | +88.8% | +19.8% |
| 1Y | +11.3% | -83.6% | +94.8% | +21.3% |
| 3Y | +69.6% | -37.0% | +106.6% | +55.7% |
| 5Y | +33.6% | -93.3% | +126.9% | +40.8% |
| All | +33.6% | -93.7% | +127.4% | +40.8% |
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