-41.4%
OPEN vs IAU
+99.0%
-140.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.8% | -3.7% |
| 7D | -15.0% | -4.6% | -10.4% | -11.8% |
| 30D | -40.2% | -5.4% | -34.8% | -37.4% |
| 3M | -67.4% | -10.9% | -56.5% | -64.4% |
| 6M | -74.0% | -17.4% | -56.7% | -70.3% |
| YTD | -79.6% | -10.2% | -69.4% | -77.9% |
| 1Y | -86.1% | -7.1% | -79.0% | -85.3% |
| 3Y | -41.4% | +97.7% | -139.1% | -79.5% |
| All | -41.4% | +99.0% | -140.4% | -79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling