+222.3%
FDX vs OPEN
-87.8%
+310.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.7% |
| 7D | +0.5% | -24.7% | +25.2% | +2.2% |
| 30D | +9.5% | -41.0% | +50.5% | +13.0% |
| 3M | -1.3% | -62.4% | +61.0% | +4.7% |
| 6M | +5.5% | -73.9% | +79.4% | +14.2% |
| YTD | +38.9% | -77.5% | +116.4% | +51.0% |
| 1Y | +58.8% | -83.6% | +142.4% | +75.5% |
| 3Y | +71.1% | -37.0% | +108.2% | +53.1% |
| 5Y | +76.3% | -93.3% | +169.6% | +69.2% |
| All | +222.3% | -87.8% | +310.1% | +191.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling