-71.4%
OPEN vs IAG
+56.5%
-127.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +10.2% | +3.6% | +9.8% |
| 7D | +3.7% | +1.1% | +2.6% | +3.2% |
| 30D | -14.3% | -5.3% | -9.0% | -12.9% |
| 3M | -51.9% | +18.0% | -70.0% | -55.1% |
| 6M | -61.4% | +7.1% | -68.5% | -62.8% |
| YTD | -66.0% | +5.9% | -72.0% | -71.2% |
| 1Y | -71.4% | +59.4% | -130.8% | -86.7% |
| All | -71.4% | +56.5% | -127.9% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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