-18.8%
OPEN vs FND
-49.6%
+30.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.1% | +1.3% |
| 7D | +1.0% | +0.4% | +0.6% | +0.6% |
| 30D | -11.9% | -23.6% | +11.7% | +9.5% |
| 3M | -28.8% | +4.3% | -33.1% | -34.7% |
| 6M | -38.6% | -20.3% | -18.3% | -29.3% |
| YTD | -47.3% | -21.3% | -26.0% | -38.9% |
| 1Y | -49.2% | -45.4% | -3.8% | -15.2% |
| 3Y | -18.8% | -48.9% | +30.1% | +33.0% |
| All | -18.8% | -49.6% | +30.8% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling