-85.4%
OPEN vs EMB
+0.5%
-86.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +3.7% |
| 7D | -31.1% | -0.4% | -30.7% | -29.3% |
| 30D | -34.7% | +1.5% | -36.2% | -38.4% |
| 3M | -61.9% | -1.6% | -60.3% | -58.0% |
| 6M | -71.9% | -1.5% | -70.4% | -68.4% |
| YTD | -76.6% | -0.1% | -76.5% | -75.7% |
| All | -85.4% | +0.5% | -86.0% | -85.5% |
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