-14.6%
EW vs OPEN
-93.8%
+79.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -21.8% | +23.1% | +2.7% |
| 7D | +11.0% | -22.2% | +33.2% | +12.5% |
| 30D | +19.1% | -38.3% | +57.4% | +22.2% |
| 3M | +14.4% | -59.4% | +73.7% | +20.3% |
| 6M | +22.8% | -74.4% | +97.1% | +32.4% |
| YTD | +19.8% | -76.0% | +95.8% | +29.0% |
| 1Y | +23.9% | -78.7% | +102.6% | +33.8% |
| 3Y | +52.2% | -30.0% | +82.2% | +31.8% |
| All | -14.6% | -93.8% | +79.2% | -13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling