-93.9%
OPEN vs FE
+47.0%
-141.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | -31.1% | -0.4% | -30.7% | -30.8% |
| 30D | -34.7% | +3.6% | -38.3% | -36.2% |
| 3M | -61.9% | +0.3% | -62.2% | -62.0% |
| 6M | -71.9% | +6.4% | -78.3% | -73.4% |
| YTD | -76.6% | +8.1% | -84.7% | -78.4% |
| 1Y | -83.9% | +4.6% | -88.5% | -84.7% |
| 3Y | -34.4% | +49.1% | -83.5% | -54.8% |
| 5Y | -93.9% | +46.1% | -140.1% | -95.5% |
| All | -93.9% | +47.0% | -141.0% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling