-57.7%
FISV vs OPEN
-84.0%
+26.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.1% | -4.2% |
| 7D | -6.4% | -2.9% | -3.5% | -6.2% |
| 30D | -6.8% | -13.8% | +7.0% | -5.9% |
| 3M | -10.0% | -30.9% | +20.9% | -8.0% |
| 6M | -20.6% | -40.9% | +20.3% | -18.3% |
| YTD | -27.6% | -48.5% | +21.0% | -25.0% |
| 1Y | -64.3% | -50.9% | -13.4% | -63.8% |
| 3Y | -60.0% | -20.6% | -39.4% | -63.7% |
| 5Y | -57.7% | -84.2% | +26.5% | -58.8% |
| All | -57.7% | -84.0% | +26.3% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling