+71.1%
FITB vs OPEN
-84.0%
+155.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.5% |
| 7D | +2.8% | +1.0% | +1.8% | +2.8% |
| 30D | -4.5% | -11.9% | +7.4% | -3.7% |
| 3M | +5.7% | -28.8% | +34.4% | +7.9% |
| 6M | +17.1% | -38.6% | +55.7% | +20.4% |
| YTD | +18.3% | -47.3% | +65.7% | +22.5% |
| 1Y | +23.9% | -49.2% | +73.1% | +24.4% |
| 3Y | +131.1% | -18.8% | +149.9% | +100.9% |
| 5Y | +71.1% | -83.6% | +154.7% | +48.8% |
| All | +71.1% | -84.0% | +155.1% | +48.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling