-30.0%
OPEN vs IBB
+78.6%
-108.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.7% | -23.5% | -24.5% |
| 7D | -22.2% | -1.8% | -20.4% | -20.1% |
| 30D | -38.3% | +5.1% | -43.4% | -43.4% |
| 3M | -59.4% | +10.7% | -70.1% | -66.2% |
| 6M | -74.4% | +22.9% | -97.3% | -82.4% |
| YTD | -76.0% | +26.7% | -102.7% | -85.1% |
| 1Y | -78.7% | +35.1% | -113.8% | -88.3% |
| 3Y | -30.0% | +80.2% | -110.2% | -78.0% |
| All | -30.0% | +78.6% | -108.6% | -78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling