-70.8%
OPEN vs IAG
+520.6%
-591.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.1% |
| 7D | -4.3% | -0.5% | -3.7% | -4.2% |
| 30D | -16.2% | +28.9% | -45.1% | -20.9% |
| 3M | -36.4% | +19.1% | -55.5% | -39.1% |
| 6M | -35.5% | -10.3% | -25.2% | -35.1% |
| YTD | -46.0% | +24.2% | -70.2% | -49.6% |
| 1Y | -47.1% | +116.5% | -163.6% | -56.1% |
| 3Y | -19.0% | +742.8% | -761.8% | -52.3% |
| 5Y | -83.6% | +753.3% | -836.9% | -91.0% |
| All | -70.8% | +520.6% | -591.5% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling