-83.6%
OPEN vs IAG
+766.8%
-850.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -2.2% |
| 7D | +1.0% | +4.3% | -3.3% | +0.1% |
| 30D | -11.9% | +9.8% | -21.7% | -13.6% |
| 3M | -28.8% | +28.9% | -57.7% | -32.6% |
| 6M | -38.6% | -7.6% | -31.0% | -38.6% |
| YTD | -47.3% | +22.0% | -69.3% | -50.3% |
| 1Y | -49.2% | +99.5% | -148.7% | -56.2% |
| 3Y | -18.8% | +818.3% | -837.0% | -49.3% |
| 5Y | -83.6% | +785.9% | -869.5% | -88.5% |
| All | -83.6% | +766.8% | -850.4% | -88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling