+86.6%
EMR vs OPEN
-35.5%
+122.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -21.8% | +21.6% | +1.3% |
| 7D | -1.6% | -22.2% | +20.7% | -0.2% |
| 30D | +2.0% | -38.3% | +40.3% | +4.8% |
| 3M | +3.8% | -59.4% | +63.2% | +9.6% |
| 6M | +10.5% | -74.4% | +84.9% | +19.6% |
| YTD | +23.7% | -76.0% | +99.7% | +33.8% |
| 1Y | +25.4% | -78.7% | +104.1% | +36.1% |
| 3Y | +86.6% | -30.0% | +116.6% | +74.5% |
| All | +86.6% | -35.5% | +122.0% | +74.5% |
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