-100.0%
DFNS vs OPEN
-94.8%
-5.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.6% | -1.9% | -5.5% |
| 7D | -6.0% | -15.0% | +9.0% | -5.8% |
| 30D | -71.2% | -40.2% | -31.0% | -71.0% |
| 3M | -94.5% | -67.4% | -27.1% | -94.5% |
| 6M | -96.5% | -74.0% | -22.5% | -96.5% |
| YTD | -99.6% | -79.6% | -20.0% | -99.6% |
| 1Y | -99.7% | -86.1% | -13.6% | -99.7% |
| 3Y | -100.0% | -41.4% | -58.6% | -100.0% |
| All | -100.0% | -94.8% | -5.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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