-65.7%
FIS vs OPEN
-70.7%
+5.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.0% |
| 7D | +1.1% | -4.3% | +5.3% | +1.4% |
| 30D | -2.2% | -16.2% | +14.0% | -1.2% |
| 3M | +2.1% | -36.4% | +38.5% | +4.8% |
| 6M | -14.7% | -35.5% | +20.8% | -12.8% |
| YTD | -35.7% | -46.0% | +10.3% | -33.8% |
| 1Y | -37.1% | -47.1% | +10.1% | -36.7% |
| 3Y | -20.0% | -19.0% | -1.0% | -27.8% |
| 5Y | -62.1% | -83.6% | +21.5% | -65.6% |
| All | -65.7% | -70.7% | +5.0% | -70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling