+49.6%
EW vs OPEN
-86.9%
+136.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.5% |
| 7D | +12.3% | -21.7% | +33.9% | +13.6% |
| 30D | +22.9% | -36.5% | +59.4% | +25.7% |
| 3M | +16.7% | -59.5% | +76.2% | +22.5% |
| 6M | +31.0% | -71.9% | +102.8% | +39.9% |
| YTD | +22.8% | -75.8% | +98.6% | +31.7% |
| 1Y | +25.6% | -78.5% | +104.1% | +35.0% |
| 3Y | +62.0% | -30.2% | +92.2% | +43.3% |
| 5Y | -12.8% | -93.3% | +80.5% | -16.7% |
| All | +49.6% | -86.9% | +136.5% | +40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling