-87.9%
OPEN vs IBB
+67.5%
-155.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.1% | -6.0% | -5.2% |
| 7D | -24.7% | +0.8% | -25.5% | -26.0% |
| 30D | -41.0% | +5.2% | -46.2% | -46.4% |
| 3M | -62.4% | +8.6% | -70.9% | -68.3% |
| 6M | -73.9% | +27.8% | -101.7% | -84.1% |
| YTD | -77.5% | +28.8% | -106.3% | -87.1% |
| 1Y | -83.6% | +36.4% | -120.0% | -91.5% |
| 3Y | -37.0% | +89.3% | -126.4% | -81.2% |
| 5Y | -93.3% | +43.3% | -136.6% | -96.4% |
| All | -87.9% | +67.5% | -155.3% | -94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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