+153.3%
EWY vs OPEN
-84.0%
+237.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.7% | +0.6% |
| 7D | +6.7% | -2.9% | +9.6% | +6.9% |
| 30D | +17.0% | -13.8% | +30.7% | +18.3% |
| 3M | +3.7% | -30.9% | +34.5% | +6.4% |
| 6M | +42.5% | -40.9% | +83.4% | +47.9% |
| YTD | +96.2% | -48.5% | +144.8% | +105.0% |
| 1Y | +160.4% | -50.9% | +211.3% | +165.3% |
| 3Y | +231.7% | -20.6% | +252.3% | +198.5% |
| 5Y | +153.3% | -84.2% | +237.4% | +132.3% |
| All | +153.3% | -84.0% | +237.2% | +132.3% |
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