-83.6%
OPEN vs IWD
+29.9%
-113.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | -24.7% | +1.6% | -26.3% | -27.2% |
| 30D | -41.0% | +3.6% | -44.6% | -45.8% |
| 3M | -62.4% | +2.0% | -64.4% | -63.9% |
| 6M | -73.9% | +13.1% | -86.9% | -80.8% |
| YTD | -77.5% | +26.2% | -103.7% | -88.8% |
| 1Y | -83.6% | +29.6% | -113.1% | -92.8% |
| All | -83.6% | +29.9% | -113.5% | -92.8% |
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