-1.7%
FXI vs OPEN
-72.1%
+70.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.1% |
| 7D | -2.8% | -2.9% | +0.1% | -2.6% |
| 30D | -5.3% | -13.8% | +8.5% | -4.4% |
| 3M | +0.3% | -30.9% | +31.2% | +2.5% |
| 6M | -4.6% | -40.9% | +36.4% | -1.8% |
| YTD | -9.1% | -48.5% | +39.5% | -6.0% |
| 1Y | -12.0% | -50.9% | +38.9% | -11.1% |
| 3Y | +38.6% | -20.6% | +59.3% | +23.9% |
| 5Y | -6.6% | -84.2% | +77.6% | -11.8% |
| All | -1.7% | -72.1% | +70.4% | -6.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling