-50.9%
OPEN vs IVZ
+50.2%
-101.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.5% |
| 7D | -2.9% | +1.2% | -4.1% | -4.0% |
| 30D | -13.8% | +1.8% | -15.6% | -15.3% |
| 3M | -30.9% | +15.7% | -46.6% | -40.1% |
| 6M | -40.9% | +36.3% | -77.3% | -57.6% |
| YTD | -48.5% | +24.9% | -73.5% | -61.1% |
| 1Y | -50.9% | +48.9% | -99.8% | -78.7% |
| All | -50.9% | +50.2% | -101.1% | -78.7% |
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