-17.1%
OPEN vs FHN
+132.7%
-149.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.3% | +1.2% | -5.4% | -5.2% |
| 30D | -16.2% | -4.7% | -11.5% | -12.9% |
| 3M | -36.4% | +3.5% | -39.9% | -38.4% |
| 6M | -35.5% | +7.8% | -43.3% | -40.1% |
| YTD | -46.0% | +5.9% | -51.8% | -49.2% |
| 1Y | -47.1% | +12.5% | -59.6% | -53.1% |
| All | -17.1% | +132.7% | -149.8% | -68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling