+4.8%
IYR vs OPEN
-84.0%
+88.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | +0.1% |
| 7D | -0.4% | +1.0% | -1.4% | -0.5% |
| 30D | -2.5% | -11.9% | +9.4% | -1.8% |
| 3M | +1.5% | -28.8% | +30.2% | +3.2% |
| 6M | +3.9% | -38.6% | +42.5% | +6.2% |
| YTD | +9.5% | -47.3% | +56.9% | +12.6% |
| 1Y | +7.5% | -49.2% | +56.6% | +7.7% |
| 3Y | +30.8% | -18.8% | +49.6% | +16.1% |
| 5Y | +4.8% | -83.6% | +88.4% | -7.6% |
| All | +4.8% | -84.0% | +88.8% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling