-86.8%
OPEN vs IAU
-6.5%
-80.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.8% | -6.7% | -7.3% |
| 7D | -31.0% | -5.5% | -25.5% | -27.5% |
| 30D | -41.5% | -7.0% | -34.5% | -37.8% |
| 3M | -64.6% | -12.3% | -52.3% | -60.8% |
| 6M | -73.8% | -17.9% | -55.8% | -69.6% |
| YTD | -78.8% | -10.3% | -68.5% | -78.4% |
| 1Y | -86.8% | -7.9% | -78.9% | -88.2% |
| All | -86.8% | -6.5% | -80.3% | -88.2% |
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 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