-70.8%
OPEN vs IWD
+152.7%
-223.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +2.3% |
| 7D | -4.3% | -0.3% | -4.0% | -3.6% |
| 30D | -16.2% | +0.6% | -16.8% | -17.3% |
| 3M | -36.4% | +7.2% | -43.6% | -46.1% |
| 6M | -35.5% | +16.2% | -51.7% | -55.2% |
| YTD | -46.0% | +23.3% | -69.3% | -67.2% |
| 1Y | -47.1% | +29.6% | -76.7% | -70.6% |
| 3Y | -19.0% | +70.5% | -89.5% | -74.5% |
| 5Y | -83.6% | +73.5% | -157.1% | -94.4% |
| All | -70.8% | +152.7% | -223.6% | -91.4% |
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