+133.9%
IJR vs OPEN
-70.7%
+204.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | -0.2% | -4.3% | +4.1% | +0.2% |
| 30D | -2.4% | -16.2% | +13.8% | -1.2% |
| 3M | +3.9% | -36.4% | +40.3% | +7.1% |
| 6M | +12.4% | -35.5% | +47.8% | +15.3% |
| YTD | +21.5% | -46.0% | +67.5% | +25.8% |
| 1Y | +24.0% | -47.1% | +71.1% | +24.5% |
| 3Y | +49.7% | -19.0% | +68.7% | +31.6% |
| 5Y | +39.7% | -83.6% | +123.3% | +25.5% |
| All | +133.9% | -70.7% | +204.6% | +94.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling