+65.6%
EWZ vs OPEN
-88.9%
+154.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.6% | +5.0% | +1.6% |
| 7D | +0.8% | -15.0% | +15.8% | +1.5% |
| 30D | -24.4% | -40.2% | +15.8% | -22.8% |
| 3M | -4.6% | -67.4% | +62.8% | +0.1% |
| 6M | -11.6% | -74.0% | +62.5% | -6.5% |
| YTD | +2.4% | -79.6% | +82.0% | +9.1% |
| 1Y | +2.1% | -86.1% | +88.2% | +10.5% |
| 3Y | +18.7% | -41.4% | +60.1% | +10.8% |
| 5Y | +54.2% | -94.9% | +149.0% | +58.6% |
| All | +65.6% | -88.9% | +154.5% | +51.2% |
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