-71.4%
OPEN vs EFV
+25.8%
-97.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.1% | +10.6% | +7.9% |
| 7D | +3.7% | +2.9% | +0.8% | -1.2% |
| 30D | -14.3% | +3.6% | -17.9% | -19.2% |
| 3M | -51.9% | -0.1% | -51.8% | -51.6% |
| 6M | -61.4% | +9.6% | -71.0% | -66.3% |
| YTD | -66.0% | +17.0% | -83.0% | -78.2% |
| 1Y | -71.4% | +25.7% | -97.0% | -87.5% |
| All | -71.4% | +25.8% | -97.2% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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