-17.1%
OPEN vs EIX
-3.4%
-13.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -4.3% | -19.1% | +14.8% | +5.1% |
| 30D | -16.2% | -16.9% | +0.7% | -10.3% |
| 3M | -36.4% | -20.0% | -16.4% | -30.9% |
| 6M | -35.5% | -21.3% | -14.1% | -29.8% |
| YTD | -46.0% | -1.7% | -44.3% | -52.0% |
| 1Y | -47.1% | +9.6% | -56.7% | -57.4% |
| All | -17.1% | -3.4% | -13.7% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling