-41.0%
FIS vs OPEN
-56.1%
+15.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -7.2% |
| 3M | +0.8% | -28.8% | +29.6% | +2.5% |
| 6M | -21.9% | -38.6% | +16.7% | -20.1% |
| YTD | -39.5% | -47.3% | +7.8% | -37.8% |
| 1Y | -41.0% | -49.2% | +8.2% | -40.1% |
| All | -41.0% | -56.1% | +15.2% | -40.1% |
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 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