-71.4%
OPEN vs FGI
+38.7%
-110.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -5.0% | +18.8% | +14.0% |
| 7D | +3.7% | +3.3% | +0.3% | +3.4% |
| 30D | -14.3% | -2.0% | -12.2% | -14.3% |
| 3M | -51.9% | +60.3% | -112.2% | -54.3% |
| 6M | -61.4% | +0.7% | -62.2% | -62.5% |
| YTD | -66.0% | +30.2% | -96.2% | -67.7% |
| 1Y | -71.4% | +44.4% | -115.7% | -76.5% |
| All | -71.4% | +38.7% | -110.1% | -76.5% |
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