-82.3%
OPEN vs IRE
-97.8%
+15.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +0.9% |
| 7D | -21.7% | -15.5% | -6.1% | -22.3% |
| 30D | -36.5% | -70.4% | +33.9% | -29.9% |
| 3M | -59.5% | -81.6% | +22.1% | -53.6% |
| 6M | -71.9% | -94.7% | +22.8% | -65.1% |
| YTD | -75.8% | -91.8% | +15.9% | -75.9% |
| All | -82.3% | -97.8% | +15.5% | -77.6% |
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