-39.2%
OPEN vs MSFU
+20.9%
-60.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.8% | -10.4% | -9.8% |
| 7D | -31.0% | -4.9% | -26.1% | -29.6% |
| 30D | -41.5% | -9.1% | -32.4% | -39.1% |
| 3M | -64.6% | +8.7% | -73.3% | -65.8% |
| 6M | -73.8% | +48.3% | -122.1% | -78.1% |
| YTD | -78.8% | -1.6% | -77.2% | -79.5% |
| 1Y | -86.8% | -13.6% | -73.2% | -86.4% |
| All | -39.2% | +20.9% | -60.1% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling