+96.4%
EEM vs OPEN
-70.7%
+167.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.8% |
| 7D | +2.3% | -4.3% | +6.6% | +2.6% |
| 30D | +4.5% | -16.2% | +20.8% | +5.5% |
| 3M | -0.1% | -36.4% | +36.3% | +2.3% |
| 6M | +16.9% | -35.5% | +52.4% | +19.3% |
| YTD | +26.2% | -46.0% | +72.2% | +29.7% |
| 1Y | +40.5% | -47.1% | +87.7% | +41.2% |
| 3Y | +86.2% | -19.0% | +105.2% | +70.3% |
| 5Y | +45.5% | -83.6% | +129.0% | +38.3% |
| All | +96.4% | -70.7% | +167.1% | +80.3% |
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