+41.4%
IJR vs OPEN
-84.2%
+125.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.9% |
| 7D | -1.1% | -2.9% | +1.8% | -0.9% |
| 30D | -3.6% | -13.8% | +10.2% | -2.5% |
| 3M | +2.3% | -30.9% | +33.2% | +5.0% |
| 6M | +14.3% | -40.9% | +55.3% | +18.3% |
| YTD | +19.3% | -48.5% | +67.8% | +24.2% |
| 1Y | +22.6% | -50.9% | +73.5% | +23.9% |
| 3Y | +53.5% | -20.6% | +74.2% | +33.8% |
| All | +41.4% | -84.2% | +125.6% | +29.2% |
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