+62.1%
EMR vs OPEN
-12.5%
+74.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | -1.5% | -4.3% | +2.7% | -1.2% |
| 30D | -5.6% | -16.2% | +10.6% | -4.6% |
| 3M | +7.9% | -36.4% | +44.3% | +10.7% |
| 6M | +6.0% | -35.5% | +41.5% | +8.4% |
| YTD | +16.4% | -46.0% | +62.4% | +20.0% |
| 1Y | +16.6% | -47.1% | +63.8% | +17.8% |
| All | +62.1% | -12.5% | +74.6% | +48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling