-89.0%
OPEN vs MSCI
+117.1%
-206.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -5.0% | -5.1% |
| 7D | -15.0% | +3.0% | -18.0% | -17.8% |
| 30D | -40.2% | +17.8% | -58.0% | -49.5% |
| 3M | -67.4% | +15.2% | -82.6% | -72.1% |
| 6M | -74.0% | +16.5% | -90.5% | -78.5% |
| YTD | -79.6% | +16.4% | -96.0% | -83.5% |
| 1Y | -86.1% | +16.8% | -102.9% | -88.8% |
| 3Y | -41.4% | +35.8% | -77.1% | -61.7% |
| 5Y | -94.9% | +7.0% | -101.8% | -95.9% |
| All | -89.0% | +117.1% | -206.1% | -93.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling