+310.3%
EWT vs OPEN
-74.0%
+384.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.7% | +4.1% | -2.1% |
| 7D | -1.1% | -10.5% | +9.4% | -0.4% |
| 30D | +4.8% | -21.8% | +26.6% | +6.3% |
| 3M | +11.1% | -37.5% | +48.6% | +14.0% |
| 6M | +54.6% | -44.1% | +98.7% | +59.4% |
| YTD | +71.4% | -52.0% | +123.4% | +77.6% |
| 1Y | +82.1% | -52.2% | +134.3% | +84.3% |
| 3Y | +193.2% | -25.9% | +219.2% | +167.9% |
| 5Y | +146.1% | -85.1% | +231.2% | +129.1% |
| All | +310.3% | -74.0% | +384.3% | +268.7% |
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