+8.1%
EWZ vs OPEN
-72.7%
+80.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +13.8% | -12.2% | +0.6% |
| 7D | -4.1% | +3.7% | -7.7% | -4.4% |
| 30D | -25.0% | -14.3% | -10.7% | -24.2% |
| 3M | -10.6% | -51.9% | +41.3% | -5.3% |
| 6M | -16.6% | -61.4% | +44.8% | -10.3% |
| YTD | +2.5% | -66.0% | +68.5% | +10.3% |
| 1Y | +8.1% | -71.4% | +79.5% | +17.6% |
| All | +8.1% | -72.7% | +80.7% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling