-70.8%
OPEN vs FN
+552.7%
-623.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.5% | -0.5% |
| 7D | -4.3% | -1.7% | -2.6% | -3.7% |
| 30D | -16.2% | -22.0% | +5.8% | -10.0% |
| 3M | -36.4% | -43.0% | +6.6% | -24.6% |
| 6M | -35.5% | -27.7% | -7.7% | -32.9% |
| YTD | -46.0% | -10.5% | -35.5% | -50.2% |
| 1Y | -47.1% | +12.5% | -59.6% | -56.5% |
| 3Y | -19.0% | +153.8% | -172.8% | -59.7% |
| 5Y | -83.6% | +288.0% | -371.6% | -93.9% |
| All | -70.8% | +552.7% | -623.5% | -91.5% |
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