-63.0%
FISV vs OPEN
-56.1%
-6.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.2% | +1.1% |
| 7D | -7.2% | -10.5% | +3.3% | -6.5% |
| 30D | -7.2% | -21.8% | +14.6% | -5.6% |
| 3M | -8.2% | -37.5% | +29.3% | -5.4% |
| 6M | -17.7% | -44.1% | +26.4% | -14.8% |
| YTD | -27.2% | -52.0% | +24.8% | -24.2% |
| 1Y | -63.0% | -52.2% | -10.8% | -61.6% |
| All | -63.0% | -56.1% | -6.9% | -61.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling