+65.2%
EFA vs OPEN
-42.5%
+107.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.8% | +0.3% |
| 7D | +2.2% | -15.0% | +17.2% | +2.9% |
| 30D | +1.4% | -40.2% | +41.6% | +3.2% |
| 3M | -4.2% | -67.4% | +63.2% | -0.3% |
| 6M | +1.9% | -74.0% | +75.9% | +6.6% |
| YTD | +10.2% | -79.6% | +89.8% | +15.8% |
| 1Y | +12.8% | -86.1% | +98.9% | +19.8% |
| 3Y | +65.2% | -41.4% | +106.6% | +55.9% |
| All | +65.2% | -42.5% | +107.7% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling