+87.6%
IGV vs OPEN
-70.7%
+158.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.9% | -2.3% |
| 7D | -4.5% | -4.3% | -0.2% | -4.1% |
| 30D | +3.2% | -16.2% | +19.4% | +5.0% |
| 3M | +4.5% | -36.4% | +40.9% | +9.1% |
| 6M | +22.1% | -35.5% | +57.6% | +26.8% |
| YTD | -1.0% | -46.0% | +44.9% | +4.0% |
| 1Y | -2.1% | -47.1% | +45.0% | -1.6% |
| 3Y | +44.6% | -19.0% | +63.6% | +20.1% |
| 5Y | +22.2% | -83.6% | +105.7% | +10.0% |
| All | +87.6% | -70.7% | +158.3% | +59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling