-47.1%
OPEN vs FND
-36.4%
-10.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.6% |
| 7D | -4.3% | -5.2% | +1.0% | -0.4% |
| 30D | -16.2% | -19.9% | +3.7% | -1.3% |
| 3M | -36.4% | +2.7% | -39.1% | -40.6% |
| 6M | -35.5% | -21.7% | -13.8% | -18.8% |
| YTD | -46.0% | -17.5% | -28.5% | -40.3% |
| 1Y | -47.1% | -39.3% | -7.8% | +53.3% |
| All | -47.1% | -36.4% | -10.8% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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