-28.6%
OPEN vs MSFU
+76.3%
-104.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +2.8% |
| 7D | -4.3% | -5.7% | +1.4% | -1.4% |
| 30D | -16.2% | +4.2% | -20.4% | -18.6% |
| 3M | -36.4% | +27.9% | -64.3% | -46.1% |
| 6M | -35.5% | +37.1% | -72.6% | -48.4% |
| YTD | -46.0% | -7.4% | -38.6% | -47.2% |
| 1Y | -47.1% | -19.6% | -27.5% | -43.3% |
| 3Y | -19.0% | +33.2% | -52.2% | -49.7% |
| All | -28.6% | +76.3% | -104.9% | -67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling