-68.0%
OPEN vs MSFU
+103.9%
-171.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.7% | -2.1% |
| 7D | -21.7% | +14.6% | -36.3% | -26.7% |
| 30D | -36.5% | +2.1% | -38.6% | -37.0% |
| 3M | -59.5% | +14.7% | -74.2% | -62.6% |
| 6M | -71.9% | +55.7% | -127.5% | -78.8% |
| YTD | -75.8% | +7.1% | -82.9% | -78.1% |
| 1Y | -78.5% | -0.5% | -78.0% | -79.5% |
| 3Y | -30.2% | +35.7% | -65.9% | -54.0% |
| All | -68.0% | +103.9% | -171.9% | -86.4% |
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