+63.2%
EWZ vs OPEN
-83.3%
+146.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.6% | +8.1% | -1.1% |
| 7D | -4.2% | -5.8% | +1.6% | -3.9% |
| 30D | -26.1% | -21.1% | -5.0% | -25.4% |
| 3M | -12.0% | -52.4% | +40.3% | -9.2% |
| 6M | -19.3% | -65.8% | +46.5% | -15.5% |
| YTD | +0.9% | -69.3% | +70.2% | +5.7% |
| 1Y | +3.4% | -75.2% | +78.6% | +8.9% |
| 3Y | +18.6% | -14.4% | +32.9% | +9.0% |
| 5Y | +56.6% | -92.0% | +148.6% | +57.7% |
| All | +63.2% | -83.3% | +146.6% | +46.5% |
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