-71.4%
OPEN vs EMB
+0.7%
-72.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.0% | +12.8% | +8.7% |
| 7D | +3.7% | +0.7% | +3.0% | +0.5% |
| 30D | -14.3% | +2.3% | -16.6% | -22.5% |
| 3M | -51.9% | -2.5% | -49.4% | -44.9% |
| 6M | -61.4% | -1.1% | -60.3% | -56.9% |
| YTD | -66.0% | -0.6% | -65.4% | -63.7% |
| 1Y | -71.4% | +0.6% | -72.0% | -73.2% |
| All | -71.4% | +0.7% | -72.1% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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