+128.9%
IJR vs OPEN
-74.0%
+202.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -2.2% | -11.4% | +9.3% | -1.3% |
| 30D | -4.6% | -20.1% | +15.5% | -3.0% |
| 3M | +0.2% | -37.6% | +37.8% | +3.5% |
| 6M | +14.7% | -47.1% | +61.8% | +19.5% |
| YTD | +18.9% | -52.1% | +71.0% | +24.2% |
| 1Y | +19.9% | -73.5% | +93.4% | +29.3% |
| 3Y | +53.0% | -24.4% | +77.4% | +35.1% |
| 5Y | +40.9% | -85.1% | +126.0% | +27.6% |
| All | +128.9% | -74.0% | +202.9% | +91.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling