-94.7%
OPEN vs IBB
+40.3%
-135.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.2% | -7.4% | -5.4% |
| 7D | -31.0% | +1.6% | -32.6% | -33.6% |
| 30D | -41.5% | +6.7% | -48.2% | -48.7% |
| 3M | -64.6% | +6.3% | -71.0% | -69.4% |
| 6M | -73.8% | +23.9% | -97.7% | -83.9% |
| YTD | -78.8% | +26.6% | -105.4% | -88.2% |
| 1Y | -86.8% | +29.6% | -116.5% | -93.0% |
| 3Y | -40.6% | +86.1% | -126.7% | -85.0% |
| 5Y | -94.7% | +40.3% | -135.0% | -97.5% |
| All | -94.7% | +40.3% | -135.0% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling