-16.8%
OPEN vs FGI
-4.4%
-12.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.5% | -6.9% | +0.5% |
| 7D | -4.3% | +0.5% | -4.8% | -4.3% |
| 30D | -16.2% | +65.4% | -81.6% | -18.0% |
| 3M | -36.4% | +23.5% | -59.9% | -37.5% |
| 6M | -35.5% | +60.5% | -96.0% | -37.0% |
| YTD | -46.0% | +30.0% | -76.0% | -47.1% |
| 1Y | -47.1% | +82.1% | -129.2% | -48.1% |
| All | -16.8% | -4.4% | -12.4% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling