+27.2%
IJR vs OPEN
-94.8%
+122.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.3% |
| 7D | +2.2% | -15.0% | +17.2% | +3.5% |
| 30D | +3.8% | -40.2% | +44.0% | +7.7% |
| 3M | -5.7% | -67.4% | +61.7% | +2.6% |
| 6M | +4.6% | -74.0% | +78.7% | +15.5% |
| YTD | +18.0% | -79.6% | +97.6% | +31.8% |
| 1Y | +21.8% | -86.1% | +107.9% | +39.8% |
| 3Y | +61.1% | -41.4% | +102.5% | +41.2% |
| All | +27.2% | -94.8% | +122.1% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling