+83.4%
IGV vs OPEN
-87.3%
+170.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.3% | +1.5% |
| 7D | -1.3% | -31.1% | +29.8% | +2.3% |
| 30D | -8.1% | -34.7% | +26.6% | -4.5% |
| 3M | -1.6% | -61.9% | +60.2% | +7.9% |
| 6M | +12.7% | -71.9% | +84.6% | +27.1% |
| YTD | -3.3% | -76.6% | +73.3% | +10.1% |
| 1Y | -7.9% | -83.9% | +76.0% | +8.3% |
| 3Y | +40.3% | -34.4% | +74.7% | +15.6% |
| 5Y | +17.3% | -93.9% | +111.3% | +17.2% |
| All | +83.4% | -87.3% | +170.7% | +68.7% |
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