-71.4%
OPEN vs MOS
-16.2%
-55.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +17.4% | -3.6% | +9.0% |
| 7D | +3.7% | +17.9% | -14.3% | -0.8% |
| 30D | -14.3% | +1.6% | -15.8% | -15.5% |
| 3M | -51.9% | -4.0% | -47.9% | -52.2% |
| 6M | -61.4% | -4.1% | -57.3% | -61.5% |
| YTD | -66.0% | -7.8% | -58.2% | -65.7% |
| 1Y | -71.4% | -15.6% | -55.8% | -70.1% |
| All | -71.4% | -16.2% | -55.2% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling