-86.1%
OPEN vs EFX
-7.6%
-78.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.4% | -4.0% |
| 7D | -15.0% | -0.8% | -14.2% | -14.7% |
| 30D | -40.2% | +25.1% | -65.3% | -45.1% |
| 3M | -67.4% | +1.7% | -69.1% | -68.0% |
| 6M | -74.0% | +18.4% | -92.4% | -75.9% |
| YTD | -79.6% | -12.5% | -67.1% | -78.7% |
| 1Y | -86.1% | -8.1% | -78.0% | -85.7% |
| All | -86.1% | -7.6% | -78.5% | -85.7% |
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