+104.4%
EFA vs OPEN
-87.3%
+191.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | +0.1% |
| 7D | -1.0% | -31.1% | +30.1% | +0.7% |
| 30D | +1.6% | -34.7% | +36.3% | +3.4% |
| 3M | -3.2% | -61.9% | +58.7% | +1.1% |
| 6M | +2.5% | -71.9% | +74.3% | +8.3% |
| YTD | +10.7% | -76.6% | +87.3% | +17.5% |
| 1Y | +12.8% | -83.9% | +96.7% | +21.5% |
| 3Y | +66.4% | -34.4% | +100.8% | +53.8% |
| 5Y | +51.4% | -93.9% | +145.3% | +47.9% |
| All | +104.4% | -87.3% | +191.7% | +86.6% |
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 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