+154.5%
EWT vs OPEN
-84.0%
+238.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.3% |
| 7D | +2.1% | -2.9% | +5.0% | +2.3% |
| 30D | +9.4% | -13.8% | +23.2% | +10.3% |
| 3M | +10.9% | -30.9% | +41.7% | +13.1% |
| 6M | +57.9% | -40.9% | +98.9% | +62.4% |
| YTD | +75.9% | -48.5% | +124.5% | +81.6% |
| 1Y | +89.7% | -50.9% | +140.6% | +91.7% |
| 3Y | +200.9% | -20.6% | +221.5% | +172.6% |
| 5Y | +154.5% | -84.2% | +238.7% | +130.3% |
| All | +154.5% | -84.0% | +238.5% | +130.3% |
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 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