-93.9%
OPEN vs MSCI
+8.1%
-102.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +3.3% |
| 7D | -31.1% | -1.9% | -29.2% | -28.9% |
| 30D | -34.7% | +16.5% | -51.2% | -45.3% |
| 3M | -61.9% | +18.2% | -80.1% | -69.0% |
| 6M | -71.9% | +14.0% | -85.8% | -76.7% |
| YTD | -76.6% | +16.6% | -93.2% | -81.7% |
| 1Y | -83.9% | +14.8% | -98.7% | -87.2% |
| 3Y | -34.4% | +33.3% | -67.6% | -60.0% |
| 5Y | -93.9% | +9.1% | -103.0% | -95.5% |
| All | -93.9% | +8.1% | -102.1% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling