+105.3%
FAST vs OPEN
-93.8%
+199.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -21.8% | +22.0% | +1.2% |
| 7D | +2.1% | -22.2% | +24.3% | +3.1% |
| 30D | +6.9% | -38.3% | +45.2% | +9.0% |
| 3M | +4.8% | -59.4% | +64.2% | +9.0% |
| 6M | +19.8% | -74.4% | +94.1% | +26.9% |
| YTD | +34.9% | -76.0% | +110.9% | +42.8% |
| 1Y | +32.8% | -78.7% | +111.4% | +40.9% |
| 3Y | +93.7% | -30.0% | +123.7% | +72.0% |
| All | +105.3% | -93.8% | +199.1% | +102.1% |
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