-88.6%
OPEN vs FN
+466.9%
-555.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | -8.2% |
| 7D | -31.0% | +20.8% | -51.8% | -35.9% |
| 30D | -41.5% | -17.3% | -24.2% | -39.2% |
| 3M | -64.6% | -38.1% | -26.5% | -59.9% |
| 6M | -73.8% | -44.2% | -29.5% | -70.2% |
| YTD | -78.8% | -22.3% | -56.5% | -80.2% |
| 1Y | -86.8% | -20.9% | -65.9% | -87.8% |
| 3Y | -40.6% | +111.1% | -151.7% | -69.4% |
| 5Y | -94.7% | +191.8% | -286.5% | -97.9% |
| All | -88.6% | +466.9% | -555.4% | -96.6% |
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