-87.9%
OPEN vs IBN
+298.4%
-386.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.2% | -8.3% | -8.1% |
| 7D | -24.7% | +15.8% | -40.5% | -34.4% |
| 30D | -41.0% | +25.1% | -66.1% | -51.7% |
| 3M | -62.4% | +16.0% | -78.3% | -67.2% |
| 6M | -73.9% | +32.8% | -106.6% | -79.7% |
| YTD | -77.5% | +18.0% | -95.6% | -81.0% |
| 1Y | -83.6% | +15.9% | -99.5% | -85.9% |
| 3Y | -37.0% | +57.6% | -94.7% | -59.2% |
| 5Y | -93.3% | +74.7% | -168.0% | -95.9% |
| All | -87.9% | +298.4% | -386.3% | -94.0% |
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