-72.2%
OPEN vs EAT
+742.4%
-814.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.7% |
| 7D | -2.9% | -6.8% | +3.9% | +0.6% |
| 30D | -13.8% | -5.4% | -8.4% | -12.3% |
| 3M | -30.9% | +42.8% | -73.6% | -44.2% |
| 6M | -40.9% | +56.5% | -97.5% | -56.0% |
| YTD | -48.5% | +50.0% | -98.6% | -61.0% |
| 1Y | -50.9% | +38.3% | -89.2% | -61.2% |
| 3Y | -20.6% | +591.6% | -612.3% | -77.7% |
| 5Y | -84.2% | +312.6% | -396.8% | -94.8% |
| All | -72.2% | +742.4% | -814.6% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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