+10.6%
IYR vs OPEN
-86.7%
+97.4%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.7% | +0.2% |
| 7D | +0.6% | -15.0% | +15.6% | +1.3% |
| 30D | +6.6% | -40.2% | +46.8% | +8.5% |
| 3M | -1.8% | -67.4% | +65.6% | +1.7% |
| 6M | +1.4% | -74.0% | +75.5% | +5.4% |
| YTD | +10.5% | -79.6% | +90.1% | +15.7% |
| 1Y | +10.6% | -86.1% | +96.7% | +17.2% |
| All | +10.6% | -86.7% | +97.4% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling