-86.9%
OPEN vs FE
+53.2%
-140.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | -21.7% | -1.1% | -20.5% | -21.3% |
| 30D | -36.5% | +4.6% | -41.1% | -37.5% |
| 3M | -59.5% | -0.8% | -58.7% | -59.4% |
| 6M | -71.9% | +7.3% | -79.1% | -72.7% |
| YTD | -75.8% | +8.3% | -84.1% | -76.8% |
| 1Y | -78.5% | +5.7% | -84.2% | -79.1% |
| 3Y | -30.2% | +49.0% | -79.2% | -40.5% |
| 5Y | -93.3% | +49.2% | -142.5% | -94.1% |
| All | -86.9% | +53.2% | -140.1% | -88.5% |
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