-93.6%
OPEN vs IBN
+68.5%
-162.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +4.2% | -26.0% | -26.3% |
| 7D | -22.2% | +15.1% | -37.3% | -34.6% |
| 30D | -38.3% | +21.6% | -60.0% | -51.2% |
| 3M | -59.4% | +11.2% | -70.5% | -64.5% |
| 6M | -74.4% | +27.8% | -102.1% | -80.9% |
| YTD | -76.0% | +14.7% | -90.7% | -80.2% |
| 1Y | -78.7% | +14.4% | -93.1% | -82.4% |
| 3Y | -30.0% | +52.1% | -82.1% | -62.9% |
| All | -93.6% | +68.5% | -162.1% | -97.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling