-89.0%
OPEN vs IBN
+294.3%
-383.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -4.0% |
| 7D | -15.0% | +1.9% | -16.9% | -16.3% |
| 30D | -40.2% | +22.1% | -62.3% | -50.1% |
| 3M | -67.4% | +17.1% | -84.5% | -71.8% |
| 6M | -74.0% | +35.5% | -109.6% | -80.2% |
| YTD | -79.6% | +16.8% | -96.4% | -82.6% |
| 1Y | -86.1% | +12.4% | -98.5% | -87.7% |
| 3Y | -41.4% | +58.0% | -99.4% | -62.1% |
| 5Y | -94.9% | +73.7% | -168.6% | -96.8% |
| All | -89.0% | +294.3% | -383.3% | -94.5% |
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