+22.5%
MA vs OPEN
-72.7%
+95.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +13.8% | -9.9% | +3.4% |
| 7D | +10.2% | +3.7% | +6.6% | +10.0% |
| 30D | +19.3% | -14.3% | +33.6% | +19.6% |
| 3M | +18.0% | -51.9% | +69.9% | +20.2% |
| 6M | +33.7% | -61.4% | +95.1% | +36.8% |
| YTD | +18.6% | -66.0% | +84.6% | +21.7% |
| 1Y | +22.5% | -71.4% | +93.9% | +25.6% |
| All | +22.5% | -72.7% | +95.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling