-89.0%
OPEN vs FE
+54.4%
-143.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -4.0% |
| 7D | -15.0% | +1.2% | -16.2% | -15.4% |
| 30D | -40.2% | +4.5% | -44.7% | -41.1% |
| 3M | -67.4% | +1.3% | -68.7% | -67.6% |
| 6M | -74.0% | +8.7% | -82.7% | -75.0% |
| YTD | -79.6% | +9.2% | -88.8% | -80.5% |
| 1Y | -86.1% | +7.0% | -93.1% | -86.6% |
| 3Y | -41.4% | +51.4% | -92.8% | -50.3% |
| 5Y | -94.9% | +47.7% | -142.6% | -95.5% |
| All | -89.0% | +54.4% | -143.4% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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