-88.6%
OPEN vs MSI
+312.6%
-401.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.9% | -8.6% | -8.8% |
| 7D | -31.0% | +2.6% | -33.6% | -32.2% |
| 30D | -41.5% | +18.1% | -59.6% | -48.6% |
| 3M | -64.6% | +13.2% | -77.8% | -68.0% |
| 6M | -73.8% | +36.3% | -110.1% | -79.9% |
| YTD | -78.8% | +39.5% | -118.3% | -84.4% |
| 1Y | -86.8% | +36.9% | -123.7% | -90.2% |
| 3Y | -40.6% | +76.1% | -116.7% | -67.9% |
| 5Y | -94.7% | +123.7% | -218.4% | -97.9% |
| All | -88.6% | +312.6% | -401.2% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling