-72.2%
OPEN vs FND
-16.4%
-55.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.6% |
| 7D | -2.9% | -0.8% | -2.1% | -2.4% |
| 30D | -13.8% | -19.6% | +5.8% | +4.9% |
| 3M | -30.9% | -4.3% | -26.5% | -31.2% |
| 6M | -40.9% | -20.4% | -20.5% | -31.9% |
| YTD | -48.5% | -21.9% | -26.7% | -39.9% |
| 1Y | -50.9% | -45.2% | -5.7% | -18.1% |
| 3Y | -20.6% | -49.2% | +28.6% | +37.8% |
| 5Y | -84.2% | -61.8% | -22.4% | -65.5% |
| All | -72.2% | -16.4% | -55.9% | -58.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling