-30.0%
OPEN vs IBN
+51.2%
-81.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +4.2% | -26.0% | -24.7% |
| 7D | -22.2% | +15.1% | -37.3% | -30.8% |
| 30D | -38.3% | +21.6% | -60.0% | -47.4% |
| 3M | -59.4% | +11.2% | -70.5% | -62.9% |
| 6M | -74.4% | +27.8% | -102.1% | -78.8% |
| YTD | -76.0% | +14.7% | -90.7% | -78.8% |
| 1Y | -78.7% | +14.4% | -93.1% | -81.2% |
| 3Y | -30.0% | +52.1% | -82.1% | -51.4% |
| All | -30.0% | +51.2% | -81.2% | -51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling