-87.0%
OPEN vs IAU
+131.7%
-218.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.8% | -21.0% | -21.3% |
| 7D | -22.2% | +4.7% | -27.0% | -24.1% |
| 30D | -38.3% | -0.9% | -37.4% | -37.8% |
| 3M | -59.4% | -4.4% | -55.0% | -58.1% |
| 6M | -74.4% | -13.5% | -60.9% | -72.1% |
| YTD | -76.0% | -5.9% | -70.1% | -75.0% |
| 1Y | -78.7% | +1.9% | -80.5% | -78.6% |
| 3Y | -30.0% | +104.1% | -134.1% | -52.8% |
| 5Y | -93.7% | +121.0% | -214.7% | -96.1% |
| All | -87.0% | +131.7% | -218.8% | -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