+210.8%
FDX vs OPEN
-87.0%
+297.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -21.8% | +19.1% | -1.3% |
| 7D | -1.6% | -22.2% | +20.6% | -0.2% |
| 30D | +6.6% | -38.3% | +44.9% | +9.7% |
| 3M | -2.1% | -59.4% | +57.3% | +3.4% |
| 6M | +2.2% | -74.4% | +76.5% | +10.7% |
| YTD | +33.9% | -76.0% | +109.9% | +45.0% |
| 1Y | +50.2% | -78.7% | +128.9% | +63.0% |
| 3Y | +65.5% | -30.0% | +95.5% | +46.9% |
| 5Y | +74.1% | -93.7% | +167.8% | +67.2% |
| All | +210.8% | -87.0% | +297.8% | +179.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling