+24.1%
FITB vs OPEN
-49.1%
+73.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.9% | -0.6% |
| 7D | +2.8% | +1.0% | +1.8% | +2.8% |
| 30D | -4.5% | -11.9% | +7.4% | -4.2% |
| 3M | +5.7% | -28.8% | +34.4% | +6.4% |
| 6M | +17.1% | -38.6% | +55.7% | +18.2% |
| YTD | +18.3% | -47.3% | +65.7% | +19.7% |
| All | +24.1% | -49.1% | +73.2% | +25.7% |
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 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