-87.0%
OPEN vs IBB
+64.7%
-151.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.7% | -23.5% | -24.9% |
| 7D | -22.2% | -1.8% | -20.4% | -19.9% |
| 30D | -38.3% | +5.1% | -43.4% | -44.2% |
| 3M | -59.4% | +10.7% | -70.1% | -67.1% |
| 6M | -74.4% | +22.9% | -97.3% | -83.3% |
| YTD | -76.0% | +26.7% | -102.7% | -85.8% |
| 1Y | -78.7% | +35.1% | -113.8% | -88.8% |
| 3Y | -30.0% | +80.2% | -110.2% | -77.1% |
| 5Y | -93.7% | +37.8% | -131.6% | -96.4% |
| All | -87.0% | +64.7% | -151.8% | -93.4% |
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