-47.1%
OPEN vs FGI
+81.8%
-129.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.5% | -6.9% | +0.5% |
| 7D | -4.3% | +0.5% | -4.8% | -4.3% |
| 30D | -16.2% | +65.4% | -81.6% | -17.6% |
| 3M | -36.4% | +23.5% | -59.9% | -37.2% |
| 6M | -35.5% | +60.5% | -96.0% | -35.8% |
| YTD | -46.0% | +30.0% | -76.0% | -46.3% |
| 1Y | -47.1% | +82.1% | -129.2% | -43.8% |
| All | -47.1% | +81.8% | -129.0% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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