+16.9%
EFA vs OPEN
-72.7%
+89.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.8% | -11.2% | +1.5% |
| 7D | +2.0% | +3.7% | -1.7% | +1.6% |
| 30D | +1.6% | -14.3% | +15.9% | +2.5% |
| 3M | -1.5% | -51.9% | +50.5% | +3.6% |
| 6M | +6.6% | -61.4% | +68.0% | +13.5% |
| YTD | +11.8% | -66.0% | +77.9% | +19.1% |
| 1Y | +16.9% | -71.4% | +88.3% | +25.0% |
| All | +16.9% | -72.7% | +89.5% | +25.0% |
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