-53.0%
FISV vs OPEN
-74.0%
+21.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.2% | +1.0% |
| 7D | -7.2% | -10.5% | +3.3% | -6.6% |
| 30D | -7.2% | -21.8% | +14.6% | -5.8% |
| 3M | -8.2% | -37.5% | +29.3% | -5.7% |
| 6M | -17.7% | -44.1% | +26.4% | -15.2% |
| YTD | -27.2% | -52.0% | +24.8% | -24.5% |
| 1Y | -63.0% | -52.2% | -10.8% | -62.3% |
| 3Y | -59.8% | -25.9% | -33.8% | -63.0% |
| 5Y | -55.8% | -85.1% | +29.3% | -58.8% |
| All | -53.0% | -74.0% | +21.0% | -61.3% |
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