-70.8%
OPEN vs IBB
+63.4%
-134.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +2.2% |
| 7D | -4.3% | +1.4% | -5.7% | -6.8% |
| 30D | -16.2% | +10.5% | -26.7% | -31.0% |
| 3M | -36.4% | +23.6% | -60.0% | -57.9% |
| 6M | -35.5% | +22.6% | -58.1% | -57.9% |
| YTD | -46.0% | +25.7% | -71.6% | -67.0% |
| 1Y | -47.1% | +51.4% | -98.5% | -77.2% |
| 3Y | -19.0% | +64.4% | -83.4% | -67.6% |
| 5Y | -83.6% | +22.1% | -105.7% | -88.9% |
| All | -70.8% | +63.4% | -134.2% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling