-17.1%
OPEN vs IVZ
+144.8%
-161.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.6% |
| 7D | -4.3% | +0.6% | -4.9% | -5.0% |
| 30D | -16.2% | +4.0% | -20.2% | -20.0% |
| 3M | -36.4% | +18.2% | -54.5% | -47.9% |
| 6M | -35.5% | +32.8% | -68.3% | -55.0% |
| YTD | -46.0% | +28.7% | -74.7% | -61.5% |
| 1Y | -47.1% | +55.4% | -102.5% | -70.2% |
| All | -17.1% | +144.8% | -161.9% | -74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling