-58.2%
FISV vs OPEN
-19.6%
-38.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -3.9% |
| 7D | -1.6% | +1.0% | -2.6% | -1.6% |
| 30D | -3.0% | -11.9% | +9.0% | -2.3% |
| 3M | -3.5% | -28.8% | +25.2% | -2.0% |
| 6M | -19.4% | -38.6% | +19.2% | -17.7% |
| YTD | -24.3% | -47.3% | +23.1% | -22.3% |
| 1Y | -62.4% | -49.2% | -13.2% | -61.8% |
| 3Y | -58.2% | -18.8% | -39.4% | -60.7% |
| All | -58.2% | -19.6% | -38.5% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling