-65.9%
OPEN vs FGI
-69.8%
+3.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -2.6% |
| 7D | +1.0% | +5.2% | -4.2% | +0.8% |
| 30D | -11.9% | +65.2% | -77.1% | -14.8% |
| 3M | -28.8% | +30.2% | -58.9% | -30.7% |
| 6M | -38.6% | +87.8% | -126.4% | -41.6% |
| YTD | -47.3% | +32.5% | -79.8% | -49.4% |
| 1Y | -49.2% | +93.6% | -142.8% | -52.5% |
| 3Y | -18.8% | -2.6% | -16.2% | -22.8% |
| All | -65.9% | -69.8% | +3.9% | -65.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling