-52.2%
OPEN vs EFV
+26.5%
-78.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.1% |
| 7D | -10.5% | -2.0% | -8.5% | -6.6% |
| 30D | -21.8% | -0.2% | -21.6% | -21.2% |
| 3M | -37.5% | +9.1% | -46.6% | -47.2% |
| 6M | -44.1% | +11.7% | -55.8% | -55.7% |
| YTD | -52.0% | +17.0% | -69.0% | -72.7% |
| 1Y | -52.2% | +26.7% | -78.9% | -84.1% |
| All | -52.2% | +26.5% | -78.7% | -84.1% |
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