-41.4%
OPEN vs FHN
+131.2%
-172.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -4.1% |
| 7D | -15.0% | +2.1% | -17.1% | -16.5% |
| 30D | -40.2% | +3.8% | -44.0% | -41.7% |
| 3M | -67.4% | -8.9% | -58.5% | -64.7% |
| 6M | -74.0% | +1.8% | -75.8% | -74.4% |
| YTD | -79.6% | +0.6% | -80.2% | -79.9% |
| 1Y | -86.1% | +12.9% | -99.0% | -87.7% |
| 3Y | -41.4% | +126.4% | -167.8% | -77.0% |
| All | -41.4% | +131.2% | -172.6% | -77.0% |
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