-89.0%
OPEN vs EMB
+14.4%
-103.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -2.8% |
| 7D | -15.0% | -0.9% | -14.1% | -11.7% |
| 30D | -40.2% | +0.4% | -40.6% | -40.1% |
| 3M | -67.4% | -3.1% | -64.3% | -62.5% |
| 6M | -74.0% | -2.1% | -72.0% | -70.8% |
| YTD | -79.6% | -1.1% | -78.5% | -77.9% |
| 1Y | -86.1% | -0.1% | -86.0% | -85.5% |
| 3Y | -41.4% | +29.6% | -71.0% | -73.1% |
| 5Y | -94.9% | +7.2% | -102.0% | -95.1% |
| All | -89.0% | +14.4% | -103.3% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling