-18.8%
OPEN vs AGI
+208.5%
-227.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.1% |
| 7D | +1.0% | +4.4% | -3.4% | -0.4% |
| 30D | -11.9% | +10.0% | -21.9% | -14.5% |
| 3M | -28.8% | +1.7% | -30.5% | -29.5% |
| 6M | -38.6% | -26.8% | -11.8% | -33.4% |
| YTD | -47.3% | -5.3% | -42.0% | -47.4% |
| 1Y | -49.2% | +11.5% | -60.7% | -51.8% |
| 3Y | -18.8% | +212.9% | -231.7% | -51.8% |
| All | -18.8% | +208.5% | -227.3% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling