-18.8%
OPEN vs FTV
-3.2%
-15.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -1.8% |
| 7D | +1.0% | -0.4% | +1.4% | +1.4% |
| 30D | -11.9% | -8.3% | -3.6% | -3.9% |
| 3M | -28.8% | -7.4% | -21.4% | -24.2% |
| 6M | -38.6% | -1.2% | -37.4% | -39.7% |
| YTD | -47.3% | +2.7% | -50.0% | -51.5% |
| 1Y | -49.2% | +18.4% | -67.6% | -61.4% |
| 3Y | -18.8% | -2.0% | -16.7% | -19.6% |
| All | -18.8% | -3.2% | -15.6% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling