-71.4%
OPEN vs MSFU
-2.2%
-69.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +13.5% | +0.3% | +9.1% |
| 7D | +3.7% | +8.2% | -4.5% | +0.8% |
| 30D | -14.3% | +10.2% | -24.5% | -17.2% |
| 3M | -51.9% | +22.9% | -74.8% | -55.4% |
| 6M | -61.4% | +63.2% | -124.6% | -67.8% |
| YTD | -66.0% | +11.7% | -77.8% | -66.9% |
| 1Y | -71.4% | -3.5% | -67.9% | -65.7% |
| All | -71.4% | -2.2% | -69.2% | -65.7% |
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