+181.9%
EMR vs OPEN
-71.4%
+253.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.3% |
| 7D | +3.1% | +1.0% | +2.1% | +3.0% |
| 30D | -3.5% | -11.9% | +8.4% | -2.9% |
| 3M | +9.8% | -28.8% | +38.5% | +11.6% |
| 6M | +10.8% | -38.6% | +49.4% | +13.3% |
| YTD | +15.9% | -47.3% | +63.3% | +19.3% |
| 1Y | +16.4% | -49.2% | +65.6% | +17.7% |
| 3Y | +62.1% | -18.8% | +80.9% | +49.3% |
| 5Y | +62.9% | -83.6% | +146.5% | +48.3% |
| All | +181.9% | -71.4% | +253.4% | +146.8% |
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