-38.8%
FIS vs OPEN
-42.5%
+3.7%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.6% | +7.8% | +4.3% |
| 7D | +2.8% | -15.0% | +17.8% | +3.5% |
| 30D | -16.7% | -40.2% | +23.5% | -15.2% |
| 3M | -32.3% | -67.4% | +35.1% | -29.1% |
| 6M | -29.1% | -74.0% | +45.0% | -25.1% |
| YTD | -54.1% | -79.6% | +25.5% | -51.2% |
| 1Y | -53.7% | -86.1% | +32.4% | -50.1% |
| 3Y | -38.8% | -41.4% | +2.5% | -46.6% |
| All | -38.8% | -42.5% | +3.7% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling