+42.8%
IGV vs OPEN
-35.0%
+77.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.6% |
| 7D | -0.4% | -21.7% | +21.2% | +0.8% |
| 30D | -9.9% | -36.5% | +26.5% | -7.8% |
| 3M | -1.2% | -59.5% | +58.3% | +3.7% |
| 6M | +11.3% | -71.9% | +83.2% | +18.9% |
| YTD | -4.0% | -75.8% | +71.8% | +2.8% |
| 1Y | -7.3% | -78.5% | +71.2% | -0.5% |
| 3Y | +42.8% | -30.2% | +73.0% | +32.9% |
| All | +42.8% | -35.0% | +77.8% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling