-82.3%
OPEN vs FGI
+45.3%
-127.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.6% |
| 7D | -21.7% | -1.4% | -20.3% | -21.6% |
| 30D | -36.5% | -3.2% | -33.3% | -36.5% |
| 3M | -59.5% | +64.1% | -123.7% | -61.6% |
| 6M | -71.9% | +17.2% | -89.0% | -72.9% |
| YTD | -75.8% | +31.6% | -107.4% | -77.1% |
| All | -82.3% | +45.3% | -127.7% | -84.1% |
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