-75.0%
FIS vs OPEN
-87.3%
+12.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.2% | +2.5% | +6.5% |
| 7D | +1.5% | -31.1% | +32.6% | +3.7% |
| 30D | -11.8% | -34.7% | +22.9% | -10.0% |
| 3M | -28.5% | -61.9% | +33.3% | -24.5% |
| 6M | -27.0% | -71.9% | +44.8% | -21.7% |
| YTD | -53.1% | -76.6% | +23.5% | -49.4% |
| 1Y | -52.8% | -83.9% | +31.2% | -48.0% |
| 3Y | -37.5% | -34.4% | -3.1% | -43.6% |
| 5Y | -71.1% | -93.9% | +22.9% | -72.3% |
| All | -75.0% | -87.3% | +12.3% | -77.6% |
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