-86.1%
OPEN vs IVZ
+21.9%
-108.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -5.0% |
| 7D | -15.0% | +6.8% | -21.8% | -20.0% |
| 30D | -40.2% | +3.5% | -43.7% | -41.7% |
| 3M | -67.4% | -10.0% | -57.4% | -64.4% |
| 6M | -74.0% | +4.5% | -78.5% | -74.7% |
| YTD | -79.6% | +12.6% | -92.2% | -82.0% |
| 1Y | -86.1% | +24.4% | -110.5% | -89.3% |
| All | -86.1% | +21.9% | -108.0% | -89.3% |
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