-94.7%
OPEN vs MSI
+124.3%
-219.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | -15.0% | +3.2% | -18.2% | -17.1% |
| 30D | -40.2% | +17.6% | -57.8% | -47.7% |
| 3M | -67.4% | +14.5% | -81.9% | -71.0% |
| 6M | -74.0% | +34.3% | -108.3% | -80.2% |
| YTD | -79.6% | +39.7% | -119.3% | -85.5% |
| 1Y | -86.1% | +40.2% | -126.3% | -90.2% |
| 3Y | -41.4% | +77.1% | -118.5% | -72.0% |
| All | -94.7% | +124.3% | -219.0% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling