-49.2%
OPEN vs MSFU
-18.4%
-30.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -1.7% |
| 7D | +1.0% | -3.2% | +4.1% | +2.0% |
| 30D | -11.9% | -3.1% | -8.8% | -11.1% |
| 3M | -28.8% | +35.3% | -64.0% | -36.9% |
| 6M | -38.6% | +31.6% | -70.2% | -45.6% |
| YTD | -47.3% | -9.5% | -37.8% | -44.3% |
| 1Y | -49.2% | -18.4% | -30.8% | -39.2% |
| All | -49.2% | -18.4% | -30.7% | -39.2% |
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