+22.6%
IEFA vs OPEN
-38.6%
+61.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +0.6% | -4.3% | +4.8% | +0.7% |
| 30D | +1.0% | -16.2% | +17.3% | +1.6% |
| 3M | +4.7% | -36.4% | +41.1% | +6.1% |
| 6M | +8.6% | -35.5% | +44.0% | +9.8% |
| YTD | +14.8% | -46.0% | +60.8% | +16.5% |
| 1Y | +22.6% | -47.1% | +69.8% | +24.4% |
| All | +22.6% | -38.6% | +61.2% | +24.4% |
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 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