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  • OPEN vs IRE✓SelectedUSD · IREOPEN vs IRE performance historyLatest closeAs of-21.79%11/06
Stock and ETF performance explorer

OPEN vs IRE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-78.7%
IRE return
-98.3%
Excess return
+19.7%
Maximum drawdown
-85.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioIREExcessAlpha
1D-21.8%+39.6%-61.4%-25.0%
7D-22.2%-27.2%+5.0%-21.6%
30D-38.3%-75.1%+36.8%-30.9%
3M-59.4%-77.9%+18.5%-54.6%
6M-74.4%-94.6%+20.2%-68.6%
YTD-76.0%-91.5%+15.6%-75.8%
1Y-78.7%-97.8%+19.2%-72.1%
All-78.7%-98.3%+19.7%-72.1%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling