-83.9%
OPEN vs FN
-19.6%
-64.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.9% | -1.7% | +3.4% |
| 7D | -31.1% | +8.0% | -39.1% | -31.6% |
| 30D | -34.7% | -19.1% | -15.5% | -32.1% |
| 3M | -61.9% | -29.8% | -32.0% | -59.7% |
| 6M | -71.9% | -43.2% | -28.7% | -69.6% |
| YTD | -76.6% | -18.9% | -57.6% | -79.0% |
| 1Y | -83.9% | -17.9% | -66.0% | -86.1% |
| All | -83.9% | -19.6% | -64.3% | -86.1% |
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