+183.2%
EMR vs OPEN
-70.7%
+253.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | -1.5% | -4.3% | +2.7% | -1.3% |
| 30D | -5.6% | -16.2% | +10.6% | -4.7% |
| 3M | +7.9% | -36.4% | +44.3% | +10.4% |
| 6M | +6.0% | -35.5% | +41.5% | +8.1% |
| YTD | +16.4% | -46.0% | +62.4% | +19.6% |
| 1Y | +16.6% | -47.1% | +63.8% | +17.6% |
| 3Y | +62.9% | -19.0% | +81.9% | +50.0% |
| 5Y | +60.1% | -83.6% | +143.7% | +45.6% |
| All | +183.2% | -70.7% | +253.9% | +147.5% |
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 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