-86.9%
OPEN vs IAU
+136.0%
-222.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.4% |
| 7D | -21.7% | +4.9% | -26.6% | -23.7% |
| 30D | -36.5% | -1.4% | -35.1% | -35.8% |
| 3M | -59.5% | -4.8% | -54.8% | -58.2% |
| 6M | -71.9% | -12.5% | -59.4% | -69.6% |
| YTD | -75.8% | -4.2% | -71.6% | -75.1% |
| 1Y | -78.5% | +3.1% | -81.6% | -78.6% |
| 3Y | -30.2% | +110.0% | -140.2% | -53.7% |
| 5Y | -93.3% | +123.1% | -216.3% | -95.9% |
| All | -86.9% | +136.0% | -222.9% | -91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling