+387.6%
MS vs OPEN
-88.9%
+476.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +1.0% |
| 7D | +5.1% | -15.0% | +20.1% | +6.2% |
| 30D | +5.7% | -40.2% | +45.9% | +9.0% |
| 3M | -12.2% | -67.4% | +55.2% | -5.7% |
| 6M | -0.5% | -74.0% | +73.5% | +8.2% |
| YTD | +9.8% | -79.6% | +89.4% | +20.6% |
| 1Y | +17.7% | -86.1% | +103.8% | +32.2% |
| 3Y | +176.8% | -41.4% | +218.2% | +151.9% |
| 5Y | +123.7% | -94.9% | +218.6% | +115.6% |
| All | +387.6% | -88.9% | +476.5% | +350.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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