-67.7%
FIS vs OPEN
-71.4%
+3.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.4% | -5.7% |
| 7D | -3.5% | +1.0% | -4.4% | -3.5% |
| 30D | -7.8% | -11.9% | +4.1% | -7.1% |
| 3M | +0.8% | -28.8% | +29.6% | +2.7% |
| 6M | -21.9% | -38.6% | +16.7% | -19.9% |
| YTD | -39.5% | -47.3% | +7.8% | -37.5% |
| 1Y | -41.0% | -49.2% | +8.2% | -40.4% |
| 3Y | -23.6% | -18.8% | -4.8% | -31.1% |
| 5Y | -65.6% | -83.6% | +18.0% | -68.7% |
| All | -67.7% | -71.4% | +3.7% | -72.4% |
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