-49.2%
OPEN vs EMB
+5.1%
-54.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -1.9% |
| 7D | +1.0% | +0.3% | +0.7% | -0.5% |
| 30D | -11.9% | -0.5% | -11.4% | -9.3% |
| 3M | -28.8% | +0.3% | -29.1% | -28.3% |
| 6M | -38.6% | +1.2% | -39.8% | -38.5% |
| YTD | -47.3% | +1.5% | -48.8% | -49.5% |
| 1Y | -49.2% | +4.8% | -54.0% | -62.3% |
| All | -49.2% | +5.1% | -54.3% | -62.3% |
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