+65.5%
FDX vs OPEN
-35.5%
+101.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -21.8% | +19.1% | -1.6% |
| 7D | -1.6% | -22.2% | +20.6% | -0.5% |
| 30D | +6.6% | -38.3% | +44.9% | +9.0% |
| 3M | -2.1% | -59.4% | +57.3% | +2.0% |
| 6M | +2.2% | -74.4% | +76.5% | +8.5% |
| YTD | +33.9% | -76.0% | +109.9% | +42.1% |
| 1Y | +50.2% | -78.7% | +128.9% | +59.6% |
| 3Y | +65.5% | -30.0% | +95.5% | +46.2% |
| All | +65.5% | -35.5% | +101.0% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling