-35.5%
OPEN vs EFV
+11.9%
-47.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.8% |
| 7D | -4.3% | +1.5% | -5.7% | -6.1% |
| 30D | -16.2% | +1.7% | -18.0% | -18.0% |
| 3M | -36.4% | +8.6% | -45.0% | -41.4% |
| 6M | -35.5% | +11.7% | -47.1% | -42.2% |
| All | -35.5% | +11.9% | -47.4% | -42.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling