+111.6%
EFA vs OPEN
-70.7%
+182.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +0.6% | -4.3% | +4.8% | +0.8% |
| 30D | +0.9% | -16.2% | +17.1% | +1.7% |
| 3M | +4.9% | -36.4% | +41.2% | +6.9% |
| 6M | +8.6% | -35.5% | +44.0% | +10.3% |
| YTD | +14.6% | -46.0% | +60.6% | +17.1% |
| 1Y | +22.6% | -47.1% | +69.8% | +23.0% |
| 3Y | +66.5% | -19.0% | +85.5% | +53.4% |
| 5Y | +54.5% | -83.6% | +138.1% | +44.4% |
| All | +111.6% | -70.7% | +182.3% | +86.1% |
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 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