-94.7%
OPEN vs IWD
+72.9%
-167.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.9% | -4.3% |
| 7D | -15.0% | +2.3% | -17.3% | -20.6% |
| 30D | -40.2% | +3.6% | -43.8% | -45.3% |
| 3M | -67.4% | +2.2% | -69.6% | -68.9% |
| 6M | -74.0% | +13.0% | -87.0% | -81.6% |
| YTD | -79.6% | +26.5% | -106.1% | -89.7% |
| 1Y | -86.1% | +30.1% | -116.2% | -93.5% |
| 3Y | -41.4% | +84.9% | -126.2% | -89.9% |
| All | -94.7% | +72.9% | -167.6% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling