-84.8%
OPEN vs FGI
-68.3%
-16.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.9% | -1.7% | +4.0% |
| 7D | -31.1% | +6.9% | -37.9% | -31.2% |
| 30D | -34.7% | +3.9% | -38.6% | -34.8% |
| 3M | -61.9% | +74.3% | -136.2% | -63.2% |
| 6M | -71.9% | +28.9% | -100.8% | -72.7% |
| YTD | -76.6% | +39.1% | -115.7% | -77.6% |
| 1Y | -83.9% | +49.3% | -133.2% | -84.7% |
| 3Y | -34.4% | +5.7% | -40.1% | -37.9% |
| All | -84.8% | -68.3% | -16.5% | -84.5% |
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 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