-71.4%
OPEN vs IWD
+33.0%
-104.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.6% | +11.2% | +6.0% |
| 7D | +3.7% | +2.5% | +1.1% | -3.2% |
| 30D | -14.3% | +6.0% | -20.3% | -27.0% |
| 3M | -51.9% | +3.8% | -55.7% | -56.4% |
| 6M | -61.4% | +16.3% | -77.7% | -74.8% |
| YTD | -66.0% | +27.5% | -93.5% | -84.8% |
| 1Y | -71.4% | +32.8% | -104.2% | -90.1% |
| All | -71.4% | +33.0% | -104.4% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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