-87.9%
OPEN vs IWD
+158.6%
-246.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | -24.7% | +1.6% | -26.3% | -26.8% |
| 30D | -41.0% | +3.6% | -44.6% | -45.2% |
| 3M | -62.4% | +2.0% | -64.4% | -63.6% |
| 6M | -73.9% | +13.1% | -86.9% | -80.3% |
| YTD | -77.5% | +26.2% | -103.7% | -86.9% |
| 1Y | -83.6% | +29.6% | -113.1% | -91.0% |
| 3Y | -37.0% | +84.3% | -121.3% | -83.3% |
| 5Y | -93.3% | +73.4% | -166.7% | -97.8% |
| All | -87.9% | +158.6% | -246.4% | -96.6% |
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