-84.0%
OPEN vs IBB
+22.5%
-106.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +2.4% |
| 7D | -4.3% | +1.4% | -5.7% | -7.0% |
| 30D | -16.2% | +10.5% | -26.7% | -32.0% |
| 3M | -36.4% | +23.6% | -60.0% | -59.3% |
| 6M | -35.5% | +22.6% | -58.1% | -59.5% |
| YTD | -46.0% | +25.7% | -71.6% | -68.5% |
| 1Y | -47.1% | +51.4% | -98.5% | -79.1% |
| 3Y | -19.0% | +64.4% | -83.4% | -71.1% |
| All | -84.0% | +22.5% | -106.5% | -90.9% |
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