-82.3%
OPEN vs MOS
-8.6%
-73.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | -21.7% | +19.7% | -41.3% | -25.3% |
| 30D | -36.5% | +21.5% | -58.0% | -39.6% |
| 3M | -59.5% | -0.4% | -59.1% | -60.3% |
| 6M | -71.9% | +4.5% | -76.4% | -72.6% |
| YTD | -75.8% | -2.9% | -72.9% | -75.2% |
| All | -82.3% | -8.6% | -73.7% | -81.9% |
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