+23.9%
EW vs OPEN
-71.4%
+95.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -1.0% | -3.4% |
| 7D | -4.4% | +1.0% | -5.4% | -4.5% |
| 30D | -3.3% | -11.9% | +8.6% | -2.7% |
| 3M | +1.0% | -28.8% | +29.8% | +2.7% |
| 6M | +6.2% | -38.6% | +44.8% | +8.7% |
| YTD | +1.7% | -47.3% | +49.1% | +4.7% |
| 1Y | +8.1% | -49.2% | +57.3% | +8.6% |
| 3Y | +17.1% | -18.8% | +35.9% | +4.8% |
| 5Y | -29.4% | -83.6% | +54.3% | -35.7% |
| All | +23.9% | -71.4% | +95.4% | +11.3% |
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 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