-30.0%
OPEN vs EIX
+8.4%
-38.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.5% | -19.3% | -20.4% |
| 7D | -22.2% | +1.0% | -23.2% | -22.1% |
| 30D | -38.3% | +9.1% | -47.4% | -40.8% |
| 3M | -59.4% | -10.2% | -49.1% | -58.2% |
| 6M | -74.4% | -11.2% | -63.1% | -73.9% |
| YTD | -76.0% | +4.5% | -80.5% | -79.3% |
| 1Y | -78.7% | +10.9% | -89.5% | -82.6% |
| 3Y | -30.0% | +8.4% | -38.4% | -49.0% |
| All | -30.0% | +8.4% | -38.4% | -49.0% |
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