-70.8%
OPEN vs FND
-11.7%
-59.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.9% |
| 7D | -4.3% | -5.2% | +1.0% | +0.4% |
| 30D | -16.2% | -19.9% | +3.7% | +2.2% |
| 3M | -36.4% | +2.7% | -39.1% | -40.8% |
| 6M | -35.5% | -21.7% | -13.8% | -24.2% |
| YTD | -46.0% | -17.5% | -28.5% | -39.9% |
| 1Y | -47.1% | -39.3% | -7.8% | -19.6% |
| 3Y | -19.0% | -49.8% | +30.7% | +42.7% |
| 5Y | -83.6% | -60.1% | -23.5% | -65.8% |
| All | -70.8% | -11.7% | -59.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling