+143.8%
FITB vs OPEN
-35.0%
+178.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.4% |
| 7D | -1.1% | -21.7% | +20.6% | +0.1% |
| 30D | +7.3% | -36.5% | +43.8% | +9.8% |
| 3M | -4.0% | -59.5% | +55.6% | +0.6% |
| 6M | +11.9% | -71.9% | +83.8% | +19.3% |
| YTD | +19.0% | -75.8% | +94.8% | +27.2% |
| 1Y | +31.0% | -78.5% | +109.5% | +40.4% |
| 3Y | +143.8% | -30.2% | +174.0% | +91.7% |
| All | +143.8% | -35.0% | +178.8% | +91.7% |
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