-15.2%
FXI vs OPEN
-82.9%
+67.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -1.7% |
| 7D | -1.9% | -31.1% | +29.1% | +0.2% |
| 30D | -0.6% | -34.7% | +34.0% | +1.6% |
| 3M | -4.9% | -61.9% | +57.0% | +0.4% |
| 6M | -8.8% | -71.9% | +63.1% | -2.2% |
| YTD | -10.7% | -76.6% | +65.8% | -4.0% |
| 1Y | -15.2% | -83.9% | +68.7% | -7.3% |
| All | -15.2% | -82.9% | +67.6% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling