-71.4%
OPEN vs FN
-25.7%
-45.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -6.0% | +19.8% | +14.8% |
| 7D | +3.7% | -7.0% | +10.7% | +4.6% |
| 30D | -14.3% | -24.7% | +10.4% | -9.9% |
| 3M | -51.9% | -35.7% | -16.3% | -48.4% |
| 6M | -61.4% | -52.4% | -9.0% | -56.5% |
| YTD | -66.0% | -25.0% | -41.1% | -69.7% |
| 1Y | -71.4% | -25.7% | -45.7% | -75.1% |
| All | -71.4% | -25.7% | -45.7% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 1y: compounded portfolio wealth divided by compounded FN 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…
1y analysis · Full analysis span regression · 6 months rolling