-82.9%
OPEN vs IRE
-98.1%
+15.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -14.4% | +10.7% | -2.2% |
| 7D | -15.0% | -31.8% | +16.8% | -11.8% |
| 30D | -40.2% | -71.8% | +31.6% | -33.9% |
| 3M | -67.4% | -88.9% | +21.5% | -60.3% |
| 6M | -74.0% | -95.4% | +21.3% | -67.2% |
| YTD | -79.6% | -94.2% | +14.6% | -78.7% |
| 1Y | -86.1% | -97.1% | +11.0% | -83.8% |
| All | -82.9% | -98.1% | +15.2% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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