+277.4%
EWT vs OPEN
-87.3%
+364.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.2% | +1.6% | +5.6% |
| 7D | +3.2% | -31.1% | +34.3% | +5.3% |
| 30D | -12.3% | -34.7% | +22.4% | -10.4% |
| 3M | -3.6% | -61.9% | +58.3% | +1.6% |
| 6M | +3.1% | -71.9% | +75.0% | +10.4% |
| YTD | +57.7% | -76.6% | +134.3% | +69.8% |
| 1Y | +60.3% | -83.9% | +144.2% | +75.6% |
| 3Y | +163.4% | -34.4% | +197.7% | +141.3% |
| 5Y | +127.4% | -93.9% | +221.4% | +122.6% |
| All | +277.4% | -87.3% | +364.8% | +252.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling