-79.1%
FIG vs OPEN
+50.0%
-129.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.4% |
| 7D | -16.3% | -4.3% | -12.1% | -16.1% |
| 30D | -14.3% | -16.2% | +1.9% | -13.5% |
| 3M | +7.2% | -36.4% | +43.5% | +9.4% |
| 6M | -18.6% | -35.5% | +16.8% | -17.0% |
| YTD | -35.5% | -46.0% | +10.5% | -33.9% |
| 1Y | -55.8% | -47.1% | -8.6% | -55.4% |
| All | -79.1% | +50.0% | -129.1% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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