-93.6%
OPEN vs MSCI
+3.6%
-97.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.3% | -19.5% | -19.0% |
| 7D | -22.2% | +2.8% | -25.1% | -23.8% |
| 30D | -38.3% | +15.4% | -53.7% | -47.7% |
| 3M | -59.4% | +13.4% | -72.8% | -65.2% |
| 6M | -74.4% | +10.9% | -85.3% | -78.0% |
| YTD | -76.0% | +13.0% | -89.0% | -80.5% |
| 1Y | -78.7% | +12.0% | -90.7% | -82.6% |
| 3Y | -30.0% | +34.1% | -64.1% | -58.1% |
| All | -93.6% | +3.6% | -97.2% | -94.9% |
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