+259.4%
FERG vs OPEN
-88.5%
+347.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -9.5% | +5.9% | -3.0% |
| 7D | +8.2% | -31.0% | +39.2% | +10.8% |
| 30D | +14.4% | -41.5% | +55.8% | +18.2% |
| 3M | +4.3% | -64.6% | +69.0% | +11.5% |
| 6M | +7.9% | -73.8% | +81.6% | +17.1% |
| YTD | +16.3% | -78.8% | +95.1% | +27.4% |
| 1Y | +2.2% | -86.8% | +89.1% | +15.3% |
| 3Y | +67.3% | -40.6% | +107.9% | +50.6% |
| 5Y | +75.3% | -94.7% | +170.0% | +68.6% |
| All | +259.4% | -88.5% | +347.9% | +238.5% |
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