+132.2%
IJR vs OPEN
-71.4%
+203.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.6% |
| 7D | +0.9% | +1.0% | -0.1% | +0.9% |
| 30D | -3.1% | -11.9% | +8.8% | -2.3% |
| 3M | +4.4% | -28.8% | +33.2% | +6.7% |
| 6M | +16.1% | -38.6% | +54.7% | +19.6% |
| YTD | +20.6% | -47.3% | +67.9% | +25.1% |
| 1Y | +22.9% | -49.2% | +72.0% | +23.8% |
| 3Y | +55.2% | -18.8% | +74.0% | +36.4% |
| 5Y | +41.1% | -83.6% | +124.7% | +26.9% |
| All | +132.2% | -71.4% | +203.6% | +93.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling