+218.7%
FITB vs OPEN
-72.1%
+290.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -0.4% | -2.9% | +2.5% | -0.2% |
| 30D | -5.1% | -13.8% | +8.6% | -4.3% |
| 3M | +3.5% | -30.9% | +34.4% | +5.7% |
| 6M | +17.2% | -40.9% | +58.2% | +20.4% |
| YTD | +17.6% | -48.5% | +66.2% | +21.5% |
| 1Y | +23.4% | -50.9% | +74.3% | +24.2% |
| 3Y | +129.7% | -20.6% | +150.4% | +104.3% |
| 5Y | +68.4% | -84.2% | +152.6% | +47.1% |
| All | +218.7% | -72.1% | +290.7% | +156.9% |
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