-84.2%
OPEN vs FLR
+245.1%
-329.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.3% |
| 7D | -2.9% | -3.1% | +0.2% | -2.0% |
| 30D | -13.8% | +4.9% | -18.7% | -15.2% |
| 3M | -30.9% | +10.8% | -41.7% | -33.8% |
| 6M | -40.9% | +19.7% | -60.6% | -45.1% |
| YTD | -48.5% | +38.4% | -86.9% | -54.2% |
| 1Y | -50.9% | +34.7% | -85.6% | -55.8% |
| 3Y | -20.6% | +56.7% | -77.3% | -37.6% |
| 5Y | -84.2% | +241.6% | -325.8% | -89.6% |
| All | -84.2% | +245.1% | -329.2% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 5y: compounded portfolio wealth divided by compounded FLR 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…
5y analysis · Full analysis span regression · 6 months rolling