+209.6%
EMR vs OPEN
-87.3%
+296.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.5% |
| 7D | -2.0% | -31.1% | +29.1% | 0.0% |
| 30D | +2.8% | -34.7% | +37.5% | +5.0% |
| 3M | +2.0% | -61.9% | +63.8% | +7.3% |
| 6M | +20.7% | -71.9% | +92.6% | +28.8% |
| YTD | +27.3% | -76.6% | +103.9% | +36.7% |
| 1Y | +31.0% | -83.9% | +114.9% | +43.1% |
| 3Y | +103.6% | -34.4% | +138.0% | +90.8% |
| 5Y | +88.6% | -93.9% | +182.5% | +79.6% |
| All | +209.6% | -87.3% | +296.9% | +182.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling