+49.0%
IYR vs OPEN
-87.3%
+136.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -0.4% |
| 7D | -1.2% | -31.1% | +29.9% | +0.7% |
| 30D | +6.1% | -34.7% | +40.8% | +8.3% |
| 3M | +0.9% | -61.9% | +62.8% | +6.0% |
| 6M | +1.2% | -71.9% | +73.0% | +7.6% |
| YTD | +11.1% | -76.6% | +87.7% | +18.8% |
| 1Y | +9.0% | -83.9% | +92.9% | +18.6% |
| 3Y | +41.4% | -34.4% | +75.8% | +27.5% |
| 5Y | +6.7% | -93.9% | +100.6% | -1.1% |
| All | +49.0% | -87.3% | +136.3% | +30.1% |
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 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