+28.0%
EMR vs OPEN
-85.5%
+113.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.5% | +9.4% | +1.2% |
| 7D | +2.7% | -31.0% | +33.7% | +7.3% |
| 30D | +2.1% | -41.5% | +43.6% | +8.8% |
| 3M | +2.3% | -64.6% | +66.9% | +16.9% |
| 6M | +22.5% | -73.8% | +96.3% | +44.5% |
| YTD | +27.2% | -78.8% | +106.0% | +53.2% |
| 1Y | +28.0% | -86.8% | +114.8% | +62.8% |
| All | +28.0% | -85.5% | +113.5% | +62.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling