-7.5%
IGV vs OPEN
-72.7%
+65.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +13.8% | -12.9% | -1.1% |
| 7D | -7.5% | +3.7% | -11.1% | -8.0% |
| 30D | -5.6% | -14.3% | +8.7% | -3.8% |
| 3M | +1.5% | -51.9% | +53.5% | +12.4% |
| 6M | +17.1% | -61.4% | +78.5% | +32.8% |
| YTD | -2.0% | -66.0% | +64.0% | +10.7% |
| 1Y | -7.5% | -71.4% | +63.9% | +5.4% |
| All | -7.5% | -72.7% | +65.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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