+387.5%
MS vs OPEN
-87.3%
+474.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | +1.3% |
| 7D | -1.7% | -31.1% | +29.3% | +0.6% |
| 30D | +0.9% | -34.7% | +35.6% | +3.5% |
| 3M | -10.8% | -61.9% | +51.0% | -5.2% |
| 6M | +0.9% | -71.9% | +72.8% | +9.1% |
| YTD | +9.8% | -76.6% | +86.4% | +19.5% |
| 1Y | +17.1% | -83.9% | +101.0% | +30.1% |
| 3Y | +175.7% | -34.4% | +210.1% | +149.0% |
| 5Y | +125.9% | -93.9% | +219.8% | +115.5% |
| All | +387.5% | -87.3% | +474.8% | +345.8% |
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