+209.3%
EMR vs OPEN
-88.5%
+297.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.5% | +9.4% | +0.5% |
| 7D | +2.7% | -31.0% | +33.7% | +4.7% |
| 30D | +2.1% | -41.5% | +43.6% | +4.9% |
| 3M | +2.3% | -64.6% | +66.9% | +8.1% |
| 6M | +22.5% | -73.8% | +96.3% | +31.2% |
| YTD | +27.2% | -78.8% | +106.0% | +37.4% |
| 1Y | +28.0% | -86.8% | +114.8% | +41.4% |
| 3Y | +103.4% | -40.6% | +144.1% | +91.7% |
| 5Y | +88.2% | -94.7% | +182.8% | +80.2% |
| All | +209.3% | -88.5% | +297.8% | +184.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling