+94.6%
EWZ vs OPEN
-70.7%
+165.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | +6.5% | -4.3% | +10.8% | +6.7% |
| 30D | +4.8% | -16.2% | +21.1% | +5.7% |
| 3M | +9.9% | -36.4% | +46.3% | +12.0% |
| 6M | +1.9% | -35.5% | +37.4% | +3.6% |
| YTD | +20.3% | -46.0% | +66.3% | +22.9% |
| 1Y | +35.6% | -47.1% | +82.8% | +36.1% |
| 3Y | +43.4% | -19.0% | +62.5% | +32.8% |
| 5Y | +55.9% | -83.6% | +139.5% | +51.6% |
| All | +94.6% | -70.7% | +165.3% | +70.4% |
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