-89.0%
OPEN vs IQV
+92.1%
-181.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -1.6% |
| 7D | -15.0% | -2.5% | -12.5% | -12.8% |
| 30D | -40.2% | +1.2% | -41.4% | -41.2% |
| 3M | -67.4% | +9.8% | -77.2% | -70.6% |
| 6M | -74.0% | +53.8% | -127.8% | -84.0% |
| YTD | -79.6% | +17.6% | -97.2% | -84.1% |
| 1Y | -86.1% | +18.6% | -104.7% | -89.3% |
| 3Y | -41.4% | +36.9% | -78.3% | -64.5% |
| 5Y | -94.9% | +4.1% | -99.0% | -95.5% |
| All | -89.0% | +92.1% | -181.1% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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