-86.1%
OPEN vs FND
-24.7%
-61.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.2% |
| 7D | -15.0% | -6.8% | -8.2% | -10.9% |
| 30D | -40.2% | +8.0% | -48.2% | -42.1% |
| 3M | -67.4% | -18.9% | -48.5% | -63.2% |
| 6M | -74.0% | +4.7% | -78.7% | -75.2% |
| YTD | -79.6% | -21.6% | -58.0% | -76.7% |
| 1Y | -86.1% | -22.0% | -64.1% | -84.1% |
| All | -86.1% | -24.7% | -61.4% | -84.1% |
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