+48.6%
EW vs OPEN
-87.8%
+136.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.4% | -0.2% |
| 7D | +9.3% | -24.7% | +34.0% | +10.8% |
| 30D | +22.1% | -41.0% | +63.1% | +25.4% |
| 3M | +13.0% | -62.4% | +75.4% | +19.1% |
| 6M | +30.1% | -73.9% | +103.9% | +39.6% |
| YTD | +22.0% | -77.5% | +99.5% | +31.4% |
| 1Y | +23.7% | -83.6% | +107.3% | +35.2% |
| 3Y | +62.0% | -37.0% | +99.0% | +44.3% |
| 5Y | -12.4% | -93.3% | +80.9% | -16.2% |
| All | +48.6% | -87.8% | +136.4% | +39.8% |
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