+257.3%
EWY vs OPEN
-74.0%
+331.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.7% | +2.5% | -3.7% |
| 7D | +1.2% | -10.5% | +11.8% | +2.1% |
| 30D | +9.3% | -21.8% | +31.1% | +11.3% |
| 3M | +2.4% | -37.5% | +39.9% | +5.8% |
| 6M | +40.3% | -44.1% | +84.4% | +46.0% |
| YTD | +88.0% | -52.0% | +140.0% | +97.0% |
| 1Y | +143.8% | -52.2% | +196.0% | +148.9% |
| 3Y | +217.8% | -25.9% | +243.7% | +189.2% |
| 5Y | +142.7% | -85.1% | +227.8% | +125.6% |
| All | +257.3% | -74.0% | +331.2% | +218.2% |
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