-71.6%
OPEN vs IWD
+150.7%
-222.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -0.6% |
| 7D | +1.0% | -0.2% | +1.2% | +1.4% |
| 30D | -11.9% | -0.8% | -11.1% | -10.0% |
| 3M | -28.8% | +8.0% | -36.8% | -40.9% |
| 6M | -38.6% | +18.2% | -56.8% | -59.1% |
| YTD | -47.3% | +22.3% | -69.7% | -67.4% |
| 1Y | -49.2% | +28.9% | -78.1% | -71.4% |
| 3Y | -18.8% | +71.5% | -90.3% | -74.7% |
| 5Y | -83.6% | +73.6% | -157.2% | -94.3% |
| All | -71.6% | +150.7% | -222.2% | -91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling