-78.7%
OPEN vs MOS
-11.3%
-67.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.1% | -21.9% | -21.8% |
| 7D | -22.2% | +21.6% | -43.8% | -26.1% |
| 30D | -38.3% | +12.0% | -50.3% | -40.5% |
| 3M | -59.4% | -3.9% | -55.5% | -59.8% |
| 6M | -74.4% | -3.3% | -71.0% | -74.6% |
| YTD | -76.0% | -4.6% | -71.3% | -75.5% |
| 1Y | -78.7% | -7.0% | -71.7% | -78.2% |
| All | -78.7% | -11.3% | -67.3% | -78.2% |
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