-71.4%
OPEN vs MSCI
+17.3%
-88.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.4% | +8.4% | +11.1% |
| 7D | +3.7% | +11.5% | -7.8% | -1.3% |
| 30D | -14.3% | +22.1% | -36.4% | -21.6% |
| 3M | -51.9% | +18.4% | -70.4% | -55.5% |
| 6M | -61.4% | +16.6% | -78.0% | -64.1% |
| YTD | -66.0% | +18.8% | -84.9% | -69.7% |
| 1Y | -71.4% | +19.0% | -90.4% | -74.0% |
| All | -71.4% | +17.3% | -88.6% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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