-38.7%
FISV vs OPEN
-88.9%
+50.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.6% | +7.4% | +3.9% |
| 7D | +1.4% | -15.0% | +16.4% | +2.4% |
| 30D | +38.4% | -40.2% | +78.6% | +42.3% |
| 3M | +14.9% | -67.4% | +82.3% | +22.5% |
| 6M | +21.8% | -74.0% | +95.8% | +31.2% |
| YTD | -5.0% | -79.6% | +74.5% | +3.3% |
| 1Y | -1.2% | -86.1% | +84.9% | +9.7% |
| 3Y | -47.5% | -41.4% | -6.2% | -51.3% |
| 5Y | -36.7% | -94.9% | +58.1% | -37.8% |
| All | -38.7% | -88.9% | +50.2% | -47.1% |
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