+211.6%
FERG vs OPEN
-74.0%
+285.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.7% | -0.5% |
| 7D | -1.0% | -10.5% | +9.5% | -0.3% |
| 30D | -11.8% | -21.8% | +10.0% | -10.4% |
| 3M | -1.2% | -37.5% | +36.3% | +1.6% |
| 6M | -2.3% | -44.1% | +41.8% | +0.9% |
| YTD | +0.8% | -52.0% | +52.8% | +4.8% |
| 1Y | +0.5% | -52.2% | +52.7% | +1.5% |
| 3Y | +51.4% | -25.9% | +77.3% | +35.2% |
| 5Y | +67.5% | -85.1% | +152.6% | +51.3% |
| All | +211.6% | -74.0% | +285.5% | +178.6% |
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