+51.2%
EW vs OPEN
-88.5%
+139.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.5% | +9.5% | +0.6% |
| 7D | +4.9% | -31.0% | +35.9% | +7.0% |
| 30D | +24.1% | -41.5% | +65.5% | +27.5% |
| 3M | +13.7% | -64.6% | +78.3% | +20.2% |
| 6M | +32.7% | -73.8% | +106.5% | +42.3% |
| YTD | +24.1% | -78.8% | +102.9% | +34.1% |
| 1Y | +23.6% | -86.8% | +110.4% | +36.9% |
| 3Y | +64.8% | -40.6% | +105.4% | +47.2% |
| 5Y | -8.8% | -94.7% | +85.9% | -11.9% |
| All | +51.2% | -88.5% | +139.7% | +42.6% |
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