-70.3%
OPEN vs MSFU
+95.0%
-165.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.3% | -2.7% | -4.8% |
| 7D | -24.7% | +4.0% | -28.8% | -25.7% |
| 30D | -41.0% | -2.3% | -38.7% | -40.0% |
| 3M | -62.4% | +7.1% | -69.5% | -63.9% |
| 6M | -73.9% | +48.9% | -122.8% | -79.9% |
| YTD | -77.5% | +2.4% | -80.0% | -79.2% |
| 1Y | -83.6% | -8.1% | -75.5% | -83.6% |
| 3Y | -37.0% | +25.2% | -62.2% | -55.9% |
| All | -70.3% | +95.0% | -165.3% | -87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling