-88.6%
OPEN vs FHN
+188.6%
-277.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -9.3% |
| 7D | -31.0% | +1.3% | -32.3% | -31.3% |
| 30D | -41.5% | +2.8% | -44.3% | -42.0% |
| 3M | -64.6% | -8.9% | -55.7% | -63.1% |
| 6M | -73.8% | -0.7% | -73.1% | -73.7% |
| YTD | -78.8% | +0.1% | -78.9% | -78.8% |
| 1Y | -86.8% | +10.4% | -97.2% | -87.4% |
| 3Y | -40.6% | +128.8% | -169.4% | -53.9% |
| 5Y | -94.7% | +61.5% | -156.1% | -95.6% |
| All | -88.6% | +188.6% | -277.1% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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