+74.3%
FDX vs OPEN
-93.9%
+168.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | +0.7% |
| 7D | -2.1% | -31.1% | +29.0% | +0.4% |
| 30D | +10.4% | -34.7% | +45.1% | +13.4% |
| 3M | +0.5% | -61.9% | +62.3% | +6.9% |
| 6M | +6.5% | -71.9% | +78.3% | +15.3% |
| YTD | +40.2% | -76.6% | +116.8% | +52.8% |
| 1Y | +52.1% | -83.9% | +136.0% | +69.4% |
| 3Y | +72.8% | -34.4% | +107.2% | +51.2% |
| All | +74.3% | -93.9% | +168.2% | +78.9% |
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