-88.6%
OPEN vs MSCI
+114.3%
-202.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.5% | -8.0% | -7.8% |
| 7D | -31.0% | -0.7% | -30.3% | -30.0% |
| 30D | -41.5% | +16.2% | -57.6% | -49.8% |
| 3M | -64.6% | +16.1% | -80.7% | -69.9% |
| 6M | -73.8% | +12.9% | -86.7% | -77.5% |
| YTD | -78.8% | +14.8% | -93.6% | -82.6% |
| 1Y | -86.8% | +13.8% | -100.6% | -89.1% |
| 3Y | -40.6% | +31.2% | -71.9% | -59.6% |
| 5Y | -94.7% | +5.6% | -100.2% | -95.6% |
| All | -88.6% | +114.3% | -202.8% | -93.1% |
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