-83.6%
OPEN vs MSFU
-6.0%
-77.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.3% | -2.7% | -5.6% |
| 7D | -24.7% | +4.0% | -28.8% | -25.2% |
| 30D | -41.0% | -2.3% | -38.7% | -40.3% |
| 3M | -62.4% | +7.1% | -69.5% | -63.1% |
| 6M | -73.9% | +48.9% | -122.8% | -77.1% |
| YTD | -77.5% | +2.4% | -80.0% | -78.2% |
| 1Y | -83.6% | -8.1% | -75.5% | -82.5% |
| All | -83.6% | -6.0% | -77.6% | -82.5% |
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