-86.9%
OPEN vs ED
+97.4%
-184.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.7% |
| 7D | -21.7% | -0.1% | -21.6% | -21.7% |
| 30D | -36.5% | +11.6% | -48.1% | -35.8% |
| 3M | -59.5% | +10.5% | -70.1% | -59.2% |
| 6M | -71.9% | +13.2% | -85.1% | -71.6% |
| YTD | -75.8% | +22.1% | -98.0% | -75.6% |
| 1Y | -78.5% | +24.2% | -102.7% | -78.4% |
| 3Y | -30.2% | +46.9% | -77.1% | -31.2% |
| 5Y | -93.3% | +80.8% | -174.1% | -92.2% |
| All | -86.9% | +97.4% | -184.3% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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