-47.1%
OPEN vs EFX
-25.2%
-21.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.4% | +7.0% | +5.1% |
| 7D | -4.3% | -8.6% | +4.4% | +1.8% |
| 30D | -16.2% | +0.1% | -16.3% | -16.8% |
| 3M | -36.4% | +3.8% | -40.2% | -39.8% |
| 6M | -35.5% | -13.5% | -21.9% | -26.9% |
| YTD | -46.0% | -17.7% | -28.3% | -32.9% |
| 1Y | -47.1% | -25.6% | -21.6% | -7.7% |
| All | -47.1% | -25.2% | -21.9% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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