-83.6%
OPEN vs IVZ
+63.4%
-147.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | +0.1% |
| 7D | +1.0% | +1.1% | -0.1% | -0.4% |
| 30D | -11.9% | +3.1% | -15.0% | -15.3% |
| 3M | -28.8% | +18.2% | -46.9% | -42.4% |
| 6M | -38.6% | +38.6% | -77.2% | -60.0% |
| YTD | -47.3% | +25.9% | -73.2% | -61.9% |
| 1Y | -49.2% | +51.7% | -100.8% | -70.8% |
| 3Y | -18.8% | +138.7% | -157.4% | -73.2% |
| 5Y | -83.6% | +62.8% | -146.4% | -91.8% |
| All | -83.6% | +63.4% | -147.0% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling