+17.0%
IEFA vs OPEN
-72.7%
+89.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.8% | -11.3% | +1.4% |
| 7D | +1.9% | +3.7% | -1.8% | +1.5% |
| 30D | +1.4% | -14.3% | +15.7% | +2.3% |
| 3M | -1.4% | -51.9% | +50.5% | +3.7% |
| 6M | +6.3% | -61.4% | +67.7% | +13.1% |
| YTD | +11.9% | -66.0% | +77.9% | +19.2% |
| 1Y | +17.0% | -71.4% | +88.4% | +25.1% |
| All | +17.0% | -72.7% | +89.6% | +25.1% |
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