-87.0%
OPEN vs FHN
+184.0%
-271.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.3% | -21.4% | -21.6% |
| 7D | -22.2% | -1.0% | -21.2% | -21.7% |
| 30D | -38.3% | +0.2% | -38.5% | -38.2% |
| 3M | -59.4% | -9.0% | -50.4% | -57.7% |
| 6M | -74.4% | -6.8% | -67.5% | -73.5% |
| YTD | -76.0% | -1.5% | -74.5% | -75.8% |
| 1Y | -78.7% | +10.9% | -89.6% | -79.6% |
| 3Y | -30.0% | +119.4% | -149.4% | -44.9% |
| 5Y | -93.7% | +57.5% | -151.3% | -94.8% |
| All | -87.0% | +184.0% | -271.1% | -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