-89.0%
OPEN vs FN
+425.4%
-514.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.3% | +3.7% | -1.3% |
| 7D | -15.0% | +0.3% | -15.3% | -15.1% |
| 30D | -40.2% | -16.5% | -23.7% | -38.2% |
| 3M | -67.4% | -42.1% | -25.3% | -62.3% |
| 6M | -74.0% | -52.9% | -21.1% | -68.6% |
| YTD | -79.6% | -28.0% | -51.6% | -80.4% |
| 1Y | -86.1% | -18.5% | -67.6% | -87.4% |
| 3Y | -41.4% | +93.9% | -135.2% | -68.9% |
| 5Y | -94.9% | +170.5% | -265.4% | -98.0% |
| All | -89.0% | +425.4% | -514.4% | -96.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling