+56.0%
EWZ vs OPEN
-93.7%
+149.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.1% | +5.7% | -1.1% |
| 7D | +1.3% | -24.7% | +26.0% | +2.4% |
| 30D | -26.2% | -41.0% | +14.8% | -24.6% |
| 3M | -8.6% | -62.4% | +53.7% | -4.9% |
| 6M | -17.0% | -73.9% | +56.8% | -12.4% |
| YTD | +2.2% | -77.5% | +79.7% | +8.1% |
| 1Y | +2.7% | -83.6% | +86.2% | +9.9% |
| 3Y | +18.2% | -37.0% | +55.2% | +10.2% |
| 5Y | +56.0% | -93.3% | +149.3% | +73.2% |
| All | +56.0% | -93.7% | +149.7% | +73.2% |
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 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