-83.9%
OPEN vs MSFU
-12.2%
-71.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.8% | +9.0% | +5.8% |
| 7D | -31.1% | -12.7% | -18.4% | -27.6% |
| 30D | -34.7% | -9.0% | -25.7% | -32.4% |
| 3M | -61.9% | +2.9% | -64.8% | -62.2% |
| 6M | -71.9% | +43.5% | -115.4% | -75.1% |
| YTD | -76.6% | -2.4% | -74.2% | -77.1% |
| 1Y | -83.9% | -13.5% | -70.4% | -82.7% |
| All | -83.9% | -12.2% | -71.7% | -82.7% |
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