-84.2%
OPEN vs AGI
+392.7%
-476.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.7% |
| 7D | -2.9% | +2.2% | -5.1% | -3.6% |
| 30D | -13.8% | +11.3% | -25.1% | -16.6% |
| 3M | -30.9% | +5.6% | -36.5% | -32.4% |
| 6M | -40.9% | -27.7% | -13.3% | -35.8% |
| YTD | -48.5% | -4.1% | -44.5% | -48.9% |
| 1Y | -50.9% | +13.8% | -64.7% | -53.9% |
| 3Y | -20.6% | +217.0% | -237.7% | -48.8% |
| 5Y | -84.2% | +404.3% | -488.5% | -90.2% |
| All | -84.2% | +392.7% | -476.8% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling