-68.3%
OPEN vs MSFU
+93.3%
-161.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.9% | -19.9% | -20.8% |
| 7D | -22.2% | +2.5% | -24.7% | -22.9% |
| 30D | -38.3% | -1.3% | -37.0% | -37.8% |
| 3M | -59.4% | +8.6% | -68.0% | -61.3% |
| 6M | -74.4% | +48.4% | -122.8% | -80.2% |
| YTD | -76.0% | +1.6% | -77.5% | -77.6% |
| 1Y | -78.7% | -5.8% | -72.9% | -79.0% |
| 3Y | -30.0% | +30.9% | -60.9% | -53.2% |
| All | -68.3% | +93.3% | -161.6% | -86.2% |
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 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