-87.9%
OPEN vs IAU
+129.8%
-217.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.6% | -4.5% | -5.5% |
| 7D | -24.7% | +2.8% | -27.5% | -25.7% |
| 30D | -41.0% | -4.0% | -37.0% | -39.3% |
| 3M | -62.4% | -8.2% | -54.2% | -60.2% |
| 6M | -73.9% | -14.8% | -59.1% | -71.3% |
| YTD | -77.5% | -6.7% | -70.8% | -76.4% |
| 1Y | -83.6% | -2.2% | -81.3% | -83.2% |
| 3Y | -37.0% | +106.7% | -143.7% | -57.6% |
| 5Y | -93.3% | +114.8% | -208.1% | -95.8% |
| All | -87.9% | +129.8% | -217.7% | -92.2% |
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