-74.3%
OPEN vs IRE
-98.0%
+23.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -33.9% | +24.3% | -5.7% |
| 7D | -5.8% | -57.1% | +51.4% | +1.9% |
| 30D | -21.1% | -84.4% | +63.3% | -4.9% |
| 3M | -52.4% | -85.0% | +32.6% | -43.3% |
| 6M | -65.8% | -95.2% | +29.5% | -56.5% |
| YTD | -69.3% | -93.9% | +24.6% | -67.6% |
| 1Y | -75.2% | -98.8% | +23.6% | -65.6% |
| All | -74.3% | -98.0% | +23.7% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling