-83.6%
OPEN vs EAT
+326.5%
-410.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.8% | -0.6% |
| 7D | +1.0% | -4.9% | +5.9% | +4.0% |
| 30D | -11.9% | -1.2% | -10.7% | -12.5% |
| 3M | -28.8% | +52.2% | -81.0% | -46.9% |
| 6M | -38.6% | +65.0% | -103.6% | -58.2% |
| YTD | -47.3% | +55.0% | -102.4% | -63.0% |
| 1Y | -49.2% | +42.1% | -91.2% | -62.3% |
| 3Y | -18.8% | +614.7% | -633.5% | -85.4% |
| 5Y | -83.6% | +322.7% | -406.4% | -96.5% |
| All | -83.6% | +326.5% | -410.1% | -96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling