-86.8%
OPEN vs IWD
+28.5%
-115.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.4% | -9.1% | -8.3% |
| 7D | -31.0% | +1.7% | -32.7% | -34.0% |
| 30D | -41.5% | +3.2% | -44.7% | -45.5% |
| 3M | -64.6% | +2.3% | -66.9% | -66.2% |
| 6M | -73.8% | +12.9% | -86.7% | -80.5% |
| YTD | -78.8% | +26.2% | -105.1% | -89.2% |
| 1Y | -86.8% | +28.3% | -115.1% | -93.6% |
| All | -86.8% | +28.5% | -115.3% | -93.6% |
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 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