+63.7%
IEFA vs OPEN
-27.1%
+90.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.7% |
| 7D | -2.4% | -10.5% | +8.1% | -2.0% |
| 30D | -2.1% | -21.8% | +19.7% | -1.2% |
| 3M | +5.5% | -37.5% | +43.0% | +7.2% |
| 6M | +8.1% | -44.1% | +52.2% | +10.1% |
| YTD | +11.9% | -52.0% | +63.9% | +14.4% |
| 1Y | +18.1% | -52.2% | +70.3% | +19.0% |
| All | +63.7% | -27.1% | +90.8% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling