-47.1%
OPEN vs MSFU
-18.4%
-28.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +2.0% |
| 7D | -4.3% | -5.7% | +1.4% | -2.5% |
| 30D | -16.2% | +4.2% | -20.4% | -17.7% |
| 3M | -36.4% | +27.9% | -64.3% | -41.6% |
| 6M | -35.5% | +37.1% | -72.6% | -43.2% |
| YTD | -46.0% | -7.4% | -38.6% | -44.5% |
| 1Y | -47.1% | -19.6% | -27.5% | -36.7% |
| All | -47.1% | -18.4% | -28.7% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling