+43.9%
IYR vs OPEN
-74.0%
+117.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.7% | -0.6% |
| 7D | -2.8% | -10.5% | +7.7% | -2.2% |
| 30D | -2.5% | -21.8% | +19.3% | -1.3% |
| 3M | -3.0% | -37.5% | +34.5% | -0.7% |
| 6M | +1.6% | -44.1% | +45.7% | +4.3% |
| YTD | +7.3% | -52.0% | +59.3% | +10.6% |
| 1Y | +5.6% | -52.2% | +57.8% | +6.2% |
| 3Y | +28.1% | -25.9% | +54.0% | +15.9% |
| 5Y | +6.1% | -85.1% | +91.2% | -5.5% |
| All | +43.9% | -74.0% | +117.9% | +21.2% |
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