-86.1%
OPEN vs ED
+24.8%
-110.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -2.8% |
| 7D | -15.0% | +2.1% | -17.1% | -13.8% |
| 30D | -40.2% | +10.4% | -50.6% | -34.7% |
| 3M | -67.4% | +12.5% | -79.9% | -63.6% |
| 6M | -74.0% | +14.9% | -88.9% | -70.1% |
| YTD | -79.6% | +24.8% | -104.4% | -75.0% |
| 1Y | -86.1% | +23.8% | -109.9% | -83.0% |
| All | -86.1% | +24.8% | -110.9% | -83.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling