+17.0%
MA vs OPEN
-85.5%
+102.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.5% | +8.3% | -0.8% |
| 7D | -0.5% | -31.0% | +30.5% | +1.0% |
| 30D | +7.9% | -41.5% | +49.4% | +10.0% |
| 3M | +16.8% | -64.6% | +81.4% | +20.8% |
| 6M | +31.0% | -73.8% | +104.8% | +36.4% |
| YTD | +15.0% | -78.8% | +93.9% | +20.6% |
| 1Y | +17.0% | -86.8% | +103.8% | +24.3% |
| All | +17.0% | -85.5% | +102.5% | +24.3% |
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