+123.6%
IWM vs OPEN
-71.4%
+195.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | -0.2% |
| 7D | +1.4% | +1.0% | +0.4% | +1.3% |
| 30D | -2.3% | -11.9% | +9.6% | -1.2% |
| 3M | +4.0% | -28.8% | +32.7% | +6.7% |
| 6M | +17.9% | -38.6% | +56.5% | +22.2% |
| YTD | +20.2% | -47.3% | +67.5% | +25.6% |
| 1Y | +25.0% | -49.2% | +74.1% | +26.2% |
| 3Y | +66.0% | -18.8% | +84.8% | +42.4% |
| 5Y | +40.0% | -83.6% | +123.7% | +26.1% |
| All | +123.6% | -71.4% | +195.0% | +86.9% |
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