-93.3%
OPEN vs FND
-60.4%
-32.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.1% | -3.3% | -3.3% |
| 7D | -21.7% | +8.5% | -30.2% | -27.4% |
| 30D | -36.5% | +17.2% | -53.7% | -45.6% |
| 3M | -59.5% | -14.9% | -44.6% | -52.8% |
| 6M | -71.9% | +3.1% | -74.9% | -74.3% |
| YTD | -75.8% | -12.4% | -63.4% | -74.6% |
| 1Y | -78.5% | -10.0% | -68.5% | -78.1% |
| 3Y | -30.2% | -31.3% | +1.1% | -12.5% |
| 5Y | -93.3% | -60.3% | -33.0% | -84.7% |
| All | -93.3% | -60.4% | -32.9% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling