+41.7%
IYR vs OPEN
-35.1%
+76.9%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.1% | +6.9% | +0.1% |
| 7D | +2.1% | -24.7% | +26.8% | +3.1% |
| 30D | +7.2% | -41.0% | +48.2% | +9.1% |
| 3M | +0.4% | -62.4% | +62.7% | +3.9% |
| 6M | +1.4% | -73.9% | +75.3% | +6.1% |
| YTD | +11.3% | -77.5% | +88.9% | +16.8% |
| 1Y | +10.5% | -83.6% | +94.0% | +17.0% |
| 3Y | +41.7% | -37.0% | +78.7% | +23.5% |
| All | +41.7% | -35.1% | +76.9% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling