-71.4%
OPEN vs IAU
+2.6%
-74.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.7% | +10.1% | +10.6% |
| 7D | +3.7% | -0.3% | +3.9% | +4.0% |
| 30D | -14.3% | -1.9% | -12.4% | -12.8% |
| 3M | -51.9% | -0.4% | -51.5% | -51.6% |
| 6M | -61.4% | -10.1% | -51.3% | -57.7% |
| YTD | -66.0% | -5.9% | -60.1% | -71.4% |
| 1Y | -71.4% | +2.9% | -74.3% | -86.6% |
| All | -71.4% | +2.6% | -74.0% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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