+23.8%
IWM vs OPEN
-94.8%
+118.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | 0.0% |
| 7D | +1.4% | -15.0% | +16.4% | +2.9% |
| 30D | +2.3% | -40.2% | +42.5% | +6.7% |
| 3M | -8.3% | -67.4% | +59.1% | +1.2% |
| 6M | -1.3% | -74.0% | +72.7% | +10.6% |
| YTD | +13.5% | -79.6% | +93.1% | +29.0% |
| 1Y | +18.4% | -86.1% | +104.5% | +39.0% |
| 3Y | +69.6% | -41.4% | +111.0% | +45.6% |
| All | +23.8% | -94.8% | +118.6% | +45.1% |
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 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