-71.4%
OPEN vs IVZ
+30.5%
-101.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.2% | +9.6% | +9.9% |
| 7D | +3.7% | +2.6% | +1.0% | +1.4% |
| 30D | -14.3% | -3.5% | -10.8% | -11.4% |
| 3M | -51.9% | -7.4% | -44.6% | -48.5% |
| 6M | -61.4% | +14.7% | -76.1% | -65.5% |
| YTD | -66.0% | +14.6% | -80.7% | -71.3% |
| 1Y | -71.4% | +30.7% | -102.1% | -82.1% |
| All | -71.4% | +30.5% | -101.9% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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