+210.5%
EMR vs OPEN
-87.8%
+298.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.1% | +5.9% | -0.8% |
| 7D | +0.7% | -24.7% | +25.4% | +2.2% |
| 30D | +3.5% | -41.0% | +44.5% | +6.4% |
| 3M | +5.9% | -62.4% | +68.3% | +11.6% |
| 6M | +19.4% | -73.9% | +93.3% | +28.0% |
| YTD | +27.7% | -77.5% | +105.2% | +37.4% |
| 1Y | +30.9% | -83.6% | +114.5% | +42.9% |
| 3Y | +104.2% | -37.0% | +141.2% | +91.8% |
| 5Y | +89.6% | -93.3% | +182.9% | +80.9% |
| All | +210.5% | -87.8% | +298.3% | +184.3% |
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 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