+269.2%
EWY vs OPEN
-70.7%
+339.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +4.0% | +4.6% |
| 7D | +4.8% | -4.3% | +9.1% | +5.2% |
| 30D | +11.7% | -16.2% | +27.9% | +13.1% |
| 3M | -7.4% | -36.4% | +29.0% | -4.4% |
| 6M | +40.6% | -35.5% | +76.0% | +44.7% |
| YTD | +94.3% | -46.0% | +140.2% | +101.8% |
| 1Y | +164.3% | -47.1% | +211.4% | +167.4% |
| 3Y | +221.0% | -19.0% | +240.0% | +190.2% |
| 5Y | +139.1% | -83.6% | +222.7% | +120.5% |
| All | +269.2% | -70.7% | +339.9% | +225.9% |
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