-4.7%
FXI vs OPEN
-88.9%
+84.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | +0.2% |
| 7D | -4.2% | -15.0% | +10.8% | -3.2% |
| 30D | -1.1% | -40.2% | +39.1% | +1.9% |
| 3M | -4.0% | -67.4% | +63.4% | +3.0% |
| 6M | -11.8% | -74.0% | +62.2% | -4.4% |
| YTD | -11.9% | -79.6% | +67.7% | -3.6% |
| 1Y | -16.1% | -86.1% | +70.0% | -6.1% |
| 3Y | +38.8% | -41.4% | +80.2% | +24.5% |
| 5Y | -9.1% | -94.9% | +85.8% | -7.7% |
| All | -4.7% | -88.9% | +84.2% | -4.4% |
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