-41.4%
OPEN vs MSCI
+34.1%
-75.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -5.0% | -4.8% |
| 7D | -15.0% | +3.0% | -18.0% | -17.3% |
| 30D | -40.2% | +17.8% | -58.0% | -47.6% |
| 3M | -67.4% | +15.2% | -82.6% | -71.0% |
| 6M | -74.0% | +16.5% | -90.5% | -77.5% |
| YTD | -79.6% | +16.4% | -96.0% | -82.7% |
| 1Y | -86.1% | +16.8% | -102.9% | -88.3% |
| 3Y | -41.4% | +35.8% | -77.1% | -56.3% |
| All | -41.4% | +34.1% | -75.5% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling