+108.1%
IEFA vs OPEN
-74.0%
+182.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -1.6% | -11.4% | +9.9% | -1.0% |
| 30D | -1.5% | -20.1% | +18.6% | -0.5% |
| 3M | +3.4% | -37.6% | +41.0% | +5.6% |
| 6M | +9.5% | -47.1% | +56.5% | +12.4% |
| YTD | +13.0% | -52.1% | +65.2% | +16.3% |
| 1Y | +18.0% | -73.5% | +91.5% | +23.7% |
| 3Y | +65.4% | -24.4% | +89.8% | +52.5% |
| 5Y | +51.6% | -85.1% | +136.7% | +42.3% |
| All | +108.1% | -74.0% | +182.1% | +83.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling