+125.0%
MA vs OPEN
-87.3%
+212.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | 0.0% |
| 7D | -1.8% | -31.1% | +29.3% | +0.1% |
| 30D | +11.0% | -34.7% | +45.7% | +13.4% |
| 3M | +17.9% | -61.9% | +79.7% | +23.8% |
| 6M | +33.2% | -71.9% | +105.0% | +41.7% |
| YTD | +16.5% | -76.6% | +93.1% | +24.6% |
| 1Y | +19.1% | -83.9% | +103.0% | +29.8% |
| 3Y | +70.6% | -34.4% | +104.9% | +52.9% |
| 5Y | +92.1% | -93.9% | +186.1% | +87.5% |
| All | +125.0% | -87.3% | +212.3% | +106.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling