+166.0%
EWY vs OPEN
-34.1%
+200.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.2% | +2.0% | +5.9% |
| 7D | -2.8% | -31.1% | +28.2% | -0.4% |
| 30D | -13.1% | -34.7% | +21.6% | -10.8% |
| 3M | -11.6% | -61.9% | +50.3% | -5.7% |
| 6M | -23.4% | -71.9% | +48.5% | -16.6% |
| YTD | +52.0% | -76.6% | +128.6% | +66.4% |
| 1Y | +58.6% | -83.9% | +142.5% | +76.3% |
| All | +166.0% | -34.1% | +200.1% | +151.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling