-30.0%
OPEN vs MSFU
+32.6%
-62.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.9% | -19.9% | -21.1% |
| 7D | -22.2% | +2.5% | -24.7% | -22.6% |
| 30D | -38.3% | -1.3% | -37.0% | -37.8% |
| 3M | -59.4% | +8.6% | -68.0% | -60.7% |
| 6M | -74.4% | +48.4% | -122.8% | -78.5% |
| YTD | -76.0% | +1.6% | -77.5% | -77.0% |
| 1Y | -78.7% | -5.8% | -72.9% | -78.7% |
| 3Y | -30.0% | +30.9% | -60.9% | -40.4% |
| All | -30.0% | +32.6% | -62.6% | -40.4% |
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 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