+179.1%
EWY vs OPEN
-88.9%
+268.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.9% | -1.5% |
| 7D | +4.2% | -15.0% | +19.2% | +5.5% |
| 30D | -10.7% | -40.2% | +29.5% | -7.6% |
| 3M | -20.1% | -67.4% | +47.3% | -13.5% |
| 6M | -24.3% | -74.0% | +49.7% | -16.8% |
| YTD | +46.9% | -79.6% | +126.5% | +63.3% |
| 1Y | +55.2% | -86.1% | +141.3% | +76.4% |
| 3Y | +157.0% | -41.4% | +198.3% | +137.6% |
| 5Y | +98.9% | -94.9% | +193.7% | +98.6% |
| All | +179.1% | -88.9% | +268.0% | +163.8% |
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