+161.8%
MS vs OPEN
-17.5%
+179.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.6% | +3.7% | -5.4% |
| 7D | -3.4% | -5.8% | +2.4% | -3.1% |
| 30D | -3.9% | -21.1% | +17.2% | -2.7% |
| 3M | -15.9% | -52.4% | +36.5% | -12.5% |
| 6M | -2.5% | -65.8% | +63.3% | +3.1% |
| YTD | +5.1% | -69.3% | +74.4% | +11.2% |
| 1Y | +13.0% | -75.2% | +88.2% | +20.4% |
| All | +161.8% | -17.5% | +179.3% | +120.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling