-37.0%
OPEN vs MSCI
+33.6%
-70.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.6% | -8.7% | -8.5% |
| 7D | -24.7% | +2.7% | -27.4% | -25.7% |
| 30D | -41.0% | +16.2% | -57.2% | -47.7% |
| 3M | -62.4% | +17.1% | -79.4% | -67.1% |
| 6M | -73.9% | +13.0% | -86.9% | -76.7% |
| YTD | -77.5% | +15.8% | -93.3% | -80.8% |
| 1Y | -83.6% | +15.5% | -99.0% | -86.0% |
| 3Y | -37.0% | +32.3% | -69.3% | -52.7% |
| All | -37.0% | +33.6% | -70.7% | -52.7% |
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