-73.0%
OPEN vs MSFU
+88.0%
-161.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.8% |
| 7D | -15.0% | -2.8% | -12.2% | -13.9% |
| 30D | -40.2% | -5.3% | -34.9% | -38.4% |
| 3M | -67.4% | +7.2% | -74.6% | -68.8% |
| 6M | -74.0% | +51.0% | -125.0% | -80.3% |
| YTD | -79.6% | -1.2% | -78.3% | -80.8% |
| 1Y | -86.1% | -10.3% | -75.8% | -86.0% |
| 3Y | -41.4% | +22.2% | -63.6% | -58.8% |
| All | -73.0% | +88.0% | -161.0% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling