-71.4%
OPEN vs FND
-10.3%
-61.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +10.9% | +2.9% | +6.8% |
| 7D | +3.7% | +12.3% | -8.7% | -3.6% |
| 30D | -14.3% | +14.7% | -29.0% | -21.3% |
| 3M | -51.9% | -12.0% | -39.9% | -48.7% |
| 6M | -61.4% | +10.8% | -72.2% | -65.0% |
| YTD | -66.0% | -12.3% | -53.8% | -64.4% |
| 1Y | -71.4% | -13.4% | -58.0% | -69.9% |
| All | -71.4% | -10.3% | -61.1% | -69.9% |
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