-82.4%
OPEN vs EMB
+0.5%
-82.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | 0.0% | -21.8% | -21.8% |
| 7D | -22.2% | -0.1% | -22.1% | -21.3% |
| 30D | -38.3% | +1.3% | -39.6% | -41.3% |
| 3M | -59.4% | -2.2% | -57.1% | -53.7% |
| 6M | -74.4% | -2.3% | -72.0% | -70.1% |
| YTD | -76.0% | -0.6% | -75.4% | -74.3% |
| All | -82.4% | +0.5% | -82.9% | -82.5% |
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