-86.9%
OPEN vs FHN
+190.0%
-277.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | -0.2% |
| 7D | -21.7% | -0.5% | -21.2% | -21.3% |
| 30D | -36.5% | +1.9% | -38.4% | -36.8% |
| 3M | -59.5% | -6.9% | -52.6% | -58.3% |
| 6M | -71.9% | -3.1% | -68.8% | -71.4% |
| YTD | -75.8% | +0.6% | -76.4% | -75.9% |
| 1Y | -78.5% | +12.4% | -90.9% | -79.5% |
| 3Y | -30.2% | +133.7% | -163.9% | -46.1% |
| 5Y | -93.3% | +61.4% | -154.6% | -94.5% |
| All | -86.9% | +190.0% | -277.0% | -88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling