-71.6%
OPEN vs IBN
+237.3%
-308.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -0.4% |
| 7D | +1.0% | -2.2% | +3.2% | +2.9% |
| 30D | -11.9% | -2.3% | -9.6% | -10.3% |
| 3M | -28.8% | +15.9% | -44.6% | -37.1% |
| 6M | -38.6% | +5.6% | -44.2% | -41.5% |
| YTD | -47.3% | -0.1% | -47.3% | -48.1% |
| 1Y | -49.2% | -6.5% | -42.6% | -47.1% |
| 3Y | -18.8% | +29.3% | -48.1% | -36.4% |
| 5Y | -83.6% | +56.6% | -140.2% | -88.5% |
| All | -71.6% | +237.3% | -308.9% | -83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling