+364.1%
MS vs OPEN
-87.0%
+451.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.8% | +21.2% | +1.0% |
| 7D | -1.6% | -22.2% | +20.7% | 0.0% |
| 30D | -3.8% | -38.3% | +34.5% | -0.9% |
| 3M | -14.6% | -59.4% | +44.8% | -9.6% |
| 6M | -5.1% | -74.4% | +69.3% | +3.3% |
| YTD | +4.5% | -76.0% | +80.5% | +13.5% |
| 1Y | +13.5% | -78.7% | +92.2% | +23.8% |
| 3Y | +160.4% | -30.0% | +190.4% | +134.1% |
| 5Y | +112.9% | -93.7% | +206.6% | +102.6% |
| All | +364.1% | -87.0% | +451.0% | +323.7% |
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