+115.3%
IWM vs OPEN
-87.3%
+202.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | +0.5% |
| 7D | -0.3% | -31.1% | +30.7% | +2.8% |
| 30D | +1.9% | -34.7% | +36.6% | +5.3% |
| 3M | -5.7% | -61.9% | +56.2% | +2.2% |
| 6M | -0.3% | -71.9% | +71.6% | +10.5% |
| YTD | +15.8% | -76.6% | +92.4% | +29.4% |
| 1Y | +17.1% | -83.9% | +101.0% | +34.8% |
| 3Y | +73.1% | -34.4% | +107.4% | +49.6% |
| 5Y | +25.9% | -93.9% | +119.8% | +23.3% |
| All | +115.3% | -87.3% | +202.6% | +92.6% |
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 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