-76.2%
FIS vs OPEN
-87.0%
+10.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -21.8% | +19.5% | -0.9% |
| 7D | -25.5% | -22.2% | -3.3% | -24.7% |
| 30D | -15.1% | -38.3% | +23.3% | -13.0% |
| 3M | -32.1% | -59.4% | +27.2% | -28.6% |
| 6M | -36.1% | -74.4% | +38.3% | -31.0% |
| YTD | -55.4% | -76.0% | +20.6% | -51.9% |
| 1Y | -53.9% | -78.7% | +24.8% | -50.2% |
| 3Y | -39.8% | -30.0% | -9.8% | -45.9% |
| 5Y | -71.1% | -93.7% | +22.6% | -72.4% |
| All | -76.2% | -87.0% | +10.8% | -78.8% |
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