-50.9%
OPEN vs IAG
+102.4%
-153.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.9% |
| 7D | -2.9% | +1.7% | -4.6% | -3.4% |
| 30D | -13.8% | +11.4% | -25.2% | -16.6% |
| 3M | -30.9% | +33.0% | -63.9% | -37.0% |
| 6M | -40.9% | -6.0% | -34.9% | -41.2% |
| YTD | -48.5% | +24.6% | -73.1% | -53.9% |
| 1Y | -50.9% | +105.0% | -155.9% | -50.8% |
| All | -50.9% | +102.4% | -153.3% | -50.8% |
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