-83.4%
OPEN vs IWD
+154.4%
-237.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.6% | -7.0% | -3.2% |
| 7D | -5.8% | -0.9% | -4.9% | -2.7% |
| 30D | -21.1% | +2.6% | -23.8% | -25.2% |
| 3M | -52.4% | +1.2% | -53.6% | -53.2% |
| 6M | -65.8% | +12.1% | -77.9% | -73.7% |
| YTD | -69.3% | +24.1% | -93.4% | -81.4% |
| 1Y | -75.2% | +28.5% | -103.7% | -86.1% |
| 3Y | -14.4% | +79.5% | -93.8% | -75.9% |
| 5Y | -92.0% | +70.3% | -162.3% | -97.2% |
| All | -83.4% | +154.4% | -237.8% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling