+53.4%
EFA vs OPEN
-84.0%
+137.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -1.0% |
| 7D | -0.5% | -2.9% | +2.4% | -0.3% |
| 30D | -1.3% | -13.8% | +12.5% | -0.6% |
| 3M | +5.2% | -30.9% | +36.1% | +6.9% |
| 6M | +9.4% | -40.9% | +50.3% | +11.7% |
| YTD | +12.7% | -48.5% | +61.3% | +15.6% |
| 1Y | +19.3% | -50.9% | +70.2% | +20.1% |
| 3Y | +66.3% | -20.6% | +87.0% | +52.5% |
| 5Y | +53.4% | -84.2% | +137.5% | +44.1% |
| All | +53.4% | -84.0% | +137.3% | +44.1% |
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