-47.1%
OPEN vs IBN
-4.0%
-43.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.4% | +1.0% |
| 7D | -4.3% | +1.4% | -5.7% | -4.9% |
| 30D | -16.2% | -0.3% | -15.9% | -16.1% |
| 3M | -36.4% | +17.1% | -53.5% | -40.1% |
| 6M | -35.5% | +3.4% | -38.8% | -37.8% |
| YTD | -46.0% | +2.5% | -48.5% | -48.7% |
| 1Y | -47.1% | -4.2% | -43.0% | -45.2% |
| All | -47.1% | -4.0% | -43.2% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling