+50.5%
EFA vs OPEN
-93.9%
+144.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | +0.1% |
| 7D | -1.0% | -31.1% | +30.1% | +0.8% |
| 30D | +1.6% | -34.7% | +36.3% | +3.5% |
| 3M | -3.2% | -61.9% | +58.7% | +1.4% |
| 6M | +2.5% | -71.9% | +74.3% | +8.6% |
| YTD | +10.7% | -76.6% | +87.3% | +17.9% |
| 1Y | +12.8% | -83.9% | +96.7% | +22.0% |
| 3Y | +66.4% | -34.4% | +100.8% | +52.2% |
| All | +50.5% | -93.9% | +144.5% | +59.6% |
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