-76.5%
FIS vs OPEN
-86.9%
+10.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.4% |
| 7D | -29.4% | -21.7% | -7.7% | -28.7% |
| 30D | -16.7% | -36.5% | +19.7% | -14.9% |
| 3M | -33.0% | -59.5% | +26.6% | -29.5% |
| 6M | -33.3% | -71.9% | +38.5% | -28.5% |
| YTD | -56.0% | -75.8% | +19.8% | -52.6% |
| 1Y | -54.6% | -78.5% | +23.9% | -50.9% |
| 3Y | -40.6% | -30.2% | -10.4% | -46.7% |
| 5Y | -71.9% | -93.3% | +21.3% | -73.3% |
| All | -76.5% | -86.9% | +10.3% | -79.1% |
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 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