-78.7%
OPEN vs FGI
+46.9%
-125.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.8% | -21.0% | -21.8% |
| 7D | -22.2% | -7.0% | -15.3% | -22.0% |
| 30D | -38.3% | -4.2% | -34.1% | -38.3% |
| 3M | -59.4% | +55.6% | -115.0% | -61.3% |
| 6M | -74.4% | -3.2% | -71.2% | -75.0% |
| YTD | -76.0% | +29.1% | -105.1% | -77.2% |
| 1Y | -78.7% | +51.0% | -129.6% | -81.2% |
| All | -78.7% | +46.9% | -125.6% | -81.2% |
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