-71.6%
OPEN vs IAU
+148.6%
-220.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.6% |
| 7D | +1.0% | +0.7% | +0.2% | +0.6% |
| 30D | -11.9% | +0.3% | -12.2% | -11.9% |
| 3M | -28.8% | +0.7% | -29.5% | -29.0% |
| 6M | -38.6% | -15.5% | -23.1% | -32.8% |
| YTD | -47.3% | +1.0% | -48.3% | -47.5% |
| 1Y | -49.2% | +19.6% | -68.7% | -53.3% |
| 3Y | -18.8% | +125.4% | -144.2% | -48.2% |
| 5Y | -83.6% | +140.7% | -224.4% | -90.5% |
| All | -71.6% | +148.6% | -220.2% | -82.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling