+4.3%
EWZ vs OPEN
-81.0%
+85.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -21.8% | +22.5% | +2.2% |
| 7D | -1.5% | -22.2% | +20.7% | 0.0% |
| 30D | -24.5% | -38.3% | +13.8% | -22.2% |
| 3M | -10.7% | -59.4% | +48.7% | -4.8% |
| 6M | -19.1% | -74.4% | +55.3% | -10.6% |
| YTD | +1.6% | -76.0% | +77.6% | +11.6% |
| 1Y | +4.3% | -78.7% | +83.0% | +14.8% |
| All | +4.3% | -81.0% | +85.3% | +14.8% |
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