-93.6%
OPEN vs IWD
+68.9%
-162.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.4% | -21.4% | -20.7% |
| 7D | -22.2% | -0.5% | -21.8% | -20.1% |
| 30D | -38.3% | +2.7% | -41.0% | -42.1% |
| 3M | -59.4% | +0.9% | -60.2% | -59.7% |
| 6M | -74.4% | +10.5% | -84.9% | -80.7% |
| YTD | -76.0% | +23.7% | -99.7% | -87.0% |
| 1Y | -78.7% | +28.7% | -107.4% | -89.6% |
| 3Y | -30.0% | +79.7% | -109.7% | -86.9% |
| All | -93.6% | +68.9% | -162.5% | -98.3% |
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