-74.1%
OPEN vs FTI
+1,224.5%
-1,298.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -6.2% |
| 7D | -10.5% | -5.6% | -4.9% | -9.6% |
| 30D | -21.8% | +0.4% | -22.2% | -21.9% |
| 3M | -37.5% | +8.1% | -45.6% | -38.7% |
| 6M | -44.1% | +16.7% | -60.8% | -45.9% |
| YTD | -52.0% | +70.0% | -121.9% | -56.5% |
| 1Y | -52.2% | +85.4% | -137.7% | -57.6% |
| 3Y | -25.9% | +265.9% | -291.9% | -43.0% |
| 5Y | -85.1% | +1,072.7% | -1,157.8% | -90.3% |
| All | -74.1% | +1,224.5% | -1,298.6% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling