-87.9%
OPEN vs IRM
+429.9%
-517.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.0% |
| 7D | -24.7% | -5.1% | -19.6% | -21.7% |
| 30D | -41.0% | -3.3% | -37.7% | -39.7% |
| 3M | -62.4% | -8.2% | -54.2% | -60.1% |
| 6M | -73.9% | -12.8% | -61.1% | -71.3% |
| YTD | -77.5% | +36.6% | -114.1% | -83.5% |
| 1Y | -83.6% | +11.9% | -95.5% | -85.7% |
| 3Y | -37.0% | +105.1% | -142.1% | -68.3% |
| 5Y | -93.3% | +182.4% | -275.7% | -97.1% |
| All | -87.9% | +429.9% | -517.8% | -95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 all: compounded portfolio wealth divided by compounded IRM 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…
all analysis · Full analysis span regression · 6 months rolling