-83.4%
OPEN vs MSCI
+115.7%
-199.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.7% | -6.9% | -6.6% |
| 7D | -5.8% | +6.0% | -11.8% | -11.2% |
| 30D | -21.1% | +18.2% | -39.3% | -34.1% |
| 3M | -52.4% | +15.1% | -67.5% | -59.4% |
| 6M | -65.8% | +13.7% | -79.5% | -71.0% |
| YTD | -69.3% | +15.6% | -84.9% | -75.1% |
| 1Y | -75.2% | +16.3% | -91.6% | -80.2% |
| 3Y | -14.4% | +36.9% | -51.2% | -44.9% |
| 5Y | -92.0% | +6.3% | -98.3% | -93.5% |
| All | -83.4% | +115.7% | -199.2% | -90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling