-70.8%
OPEN vs IBN
+246.1%
-316.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.4% | +1.2% |
| 7D | -4.3% | +1.4% | -5.7% | -5.4% |
| 30D | -16.2% | -0.3% | -15.9% | -16.1% |
| 3M | -36.4% | +17.1% | -53.5% | -44.2% |
| 6M | -35.5% | +3.4% | -38.8% | -37.5% |
| YTD | -46.0% | +2.5% | -48.5% | -47.9% |
| 1Y | -47.1% | -4.2% | -43.0% | -46.2% |
| 3Y | -19.0% | +32.4% | -51.4% | -37.8% |
| 5Y | -83.6% | +59.2% | -142.8% | -88.7% |
| All | -70.8% | +246.1% | -316.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling