+5.7%
FERG vs OPEN
-82.9%
+88.5%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.2% | -2.2% | +1.5% |
| 7D | +6.4% | -31.1% | +37.5% | +10.1% |
| 30D | +19.9% | -34.7% | +54.6% | +24.3% |
| 3M | +5.6% | -61.9% | +67.4% | +14.8% |
| 6M | +9.2% | -71.9% | +81.1% | +21.1% |
| YTD | +20.6% | -76.6% | +97.2% | +35.3% |
| 1Y | +5.7% | -83.9% | +89.6% | +19.9% |
| All | +5.7% | -82.9% | +88.5% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling