+49.3%
IJH vs OPEN
-27.1%
+76.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.7% | -0.6% |
| 7D | -2.5% | -10.5% | +8.0% | -1.9% |
| 30D | -5.0% | -21.8% | +16.8% | -3.8% |
| 3M | +0.5% | -37.5% | +38.0% | +2.9% |
| 6M | +8.2% | -44.1% | +52.3% | +11.2% |
| YTD | +12.4% | -52.0% | +64.4% | +16.1% |
| 1Y | +14.4% | -52.2% | +66.6% | +15.6% |
| All | +49.3% | -27.1% | +76.4% | +35.7% |
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 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