-86.1%
OPEN vs EFV
+19.5%
-105.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -4.3% |
| 7D | -15.0% | +2.5% | -17.5% | -18.9% |
| 30D | -40.2% | +2.9% | -43.1% | -42.2% |
| 3M | -67.4% | -1.4% | -66.0% | -66.2% |
| 6M | -74.0% | +5.5% | -79.6% | -75.3% |
| YTD | -79.6% | +16.1% | -95.7% | -85.0% |
| 1Y | -86.1% | +20.3% | -106.4% | -90.9% |
| All | -86.1% | +19.5% | -105.6% | -90.9% |
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