-89.0%
OPEN vs IAU
+121.1%
-210.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.8% | -3.7% |
| 7D | -15.0% | -4.6% | -10.4% | -12.4% |
| 30D | -40.2% | -5.4% | -34.8% | -37.8% |
| 3M | -67.4% | -10.9% | -56.5% | -64.9% |
| 6M | -74.0% | -17.4% | -56.7% | -70.9% |
| YTD | -79.6% | -10.2% | -69.4% | -78.1% |
| 1Y | -86.1% | -7.1% | -79.0% | -85.3% |
| 3Y | -41.4% | +97.7% | -139.1% | -59.5% |
| 5Y | -94.9% | +105.3% | -200.2% | -96.7% |
| All | -89.0% | +121.1% | -210.1% | -92.7% |
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