-71.4%
OPEN vs FTV
+37.8%
-109.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.3% | +11.5% | +12.7% |
| 7D | +3.7% | +6.6% | -2.9% | +0.7% |
| 30D | -14.3% | +19.1% | -33.4% | -20.9% |
| 3M | -51.9% | +13.1% | -65.0% | -54.7% |
| 6M | -61.4% | +14.0% | -75.4% | -63.8% |
| YTD | -66.0% | +24.2% | -90.2% | -69.7% |
| 1Y | -71.4% | +36.4% | -107.7% | -76.8% |
| All | -71.4% | +37.8% | -109.2% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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