-83.4%
OPEN vs FN
+369.4%
-452.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -14.2% | +4.7% | -4.8% |
| 7D | -5.8% | -16.0% | +10.2% | -1.1% |
| 30D | -21.1% | -40.1% | +19.0% | -7.6% |
| 3M | -52.4% | -43.9% | -8.5% | -44.0% |
| 6M | -65.8% | -55.6% | -10.1% | -57.5% |
| YTD | -69.3% | -35.7% | -33.6% | -69.0% |
| 1Y | -75.2% | -39.8% | -35.4% | -74.3% |
| 3Y | -14.4% | +80.3% | -94.6% | -53.1% |
| 5Y | -92.0% | +143.3% | -235.3% | -96.6% |
| All | -83.4% | +369.4% | -452.8% | -94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling