+124.3%
MA vs OPEN
-87.8%
+212.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.1% | +7.6% | +0.9% |
| 7D | +1.8% | -24.7% | +26.5% | +3.2% |
| 30D | +11.8% | -41.0% | +52.8% | +14.8% |
| 3M | +17.2% | -62.4% | +79.5% | +23.2% |
| 6M | +33.4% | -73.9% | +107.2% | +42.6% |
| YTD | +16.1% | -77.5% | +93.7% | +24.6% |
| 1Y | +19.9% | -83.6% | +103.5% | +30.5% |
| 3Y | +70.1% | -37.0% | +107.1% | +52.8% |
| 5Y | +89.6% | -93.3% | +182.9% | +84.3% |
| All | +124.3% | -87.8% | +212.1% | +106.8% |
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