-87.9%
OPEN vs FTV
+64.3%
-152.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -8.0% | -8.1% |
| 7D | -24.7% | +1.4% | -26.1% | -25.6% |
| 30D | -41.0% | +18.3% | -59.3% | -51.0% |
| 3M | -62.4% | +9.8% | -72.2% | -66.2% |
| 6M | -73.9% | +12.3% | -86.2% | -77.5% |
| YTD | -77.5% | +23.1% | -100.6% | -83.1% |
| 1Y | -83.6% | +32.5% | -116.1% | -88.8% |
| 3Y | -37.0% | +38.3% | -75.3% | -58.8% |
| 5Y | -93.3% | +16.8% | -110.1% | -95.1% |
| All | -87.9% | +64.3% | -152.1% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling