-87.9%
OPEN vs ED
+98.9%
-186.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.8% | -7.1% |
| 7D | -24.7% | +2.1% | -26.8% | -24.6% |
| 30D | -41.0% | +12.4% | -53.4% | -40.4% |
| 3M | -62.4% | +13.1% | -75.5% | -61.9% |
| 6M | -73.9% | +14.1% | -87.9% | -73.6% |
| YTD | -77.5% | +23.1% | -100.6% | -77.4% |
| 1Y | -83.6% | +25.4% | -109.0% | -83.4% |
| 3Y | -37.0% | +47.9% | -84.9% | -37.9% |
| 5Y | -93.3% | +81.9% | -175.2% | -92.2% |
| All | -87.9% | +98.9% | -186.8% | -85.1% |
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