+124.8%
MS vs OPEN
-93.7%
+218.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.1% | +7.3% | +0.8% |
| 7D | +0.8% | -24.7% | +25.5% | +2.7% |
| 30D | -0.7% | -41.0% | +40.3% | +2.8% |
| 3M | -12.4% | -62.4% | +50.0% | -6.3% |
| 6M | -1.7% | -73.9% | +72.1% | +7.5% |
| YTD | +8.0% | -77.5% | +85.6% | +18.7% |
| 1Y | +16.2% | -83.6% | +99.8% | +30.1% |
| 3Y | +171.3% | -37.0% | +208.3% | +141.3% |
| 5Y | +124.8% | -93.3% | +218.1% | +115.3% |
| All | +124.8% | -93.7% | +218.5% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling