+72.6%
FERG vs OPEN
-84.0%
+156.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.7% |
| 7D | +3.4% | +1.0% | +2.4% | +3.3% |
| 30D | -11.5% | -11.9% | +0.4% | -10.8% |
| 3M | +1.3% | -28.8% | +30.0% | +3.4% |
| 6M | -1.0% | -38.6% | +37.6% | +1.8% |
| YTD | +3.2% | -47.3% | +50.6% | +6.9% |
| 1Y | -3.0% | -49.2% | +46.2% | -2.4% |
| 3Y | +55.0% | -18.8% | +73.8% | +36.0% |
| 5Y | +72.6% | -83.6% | +156.3% | +54.1% |
| All | +72.6% | -84.0% | +156.7% | +54.1% |
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