+48.2%
IYR vs OPEN
-88.9%
+137.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.7% | +0.3% |
| 7D | +0.6% | -15.0% | +15.6% | +1.5% |
| 30D | +6.6% | -40.2% | +46.8% | +9.3% |
| 3M | -1.8% | -67.4% | +65.6% | +4.0% |
| 6M | +1.4% | -74.0% | +75.5% | +8.3% |
| YTD | +10.5% | -79.6% | +90.1% | +19.0% |
| 1Y | +10.6% | -86.1% | +96.7% | +21.4% |
| 3Y | +41.8% | -41.4% | +83.2% | +28.5% |
| 5Y | +6.0% | -94.9% | +100.9% | -0.9% |
| All | +48.2% | -88.9% | +137.2% | +30.4% |
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