+19.1%
MA vs OPEN
-82.9%
+101.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | +0.1% |
| 7D | -1.8% | -31.1% | +29.3% | -0.3% |
| 30D | +11.0% | -34.7% | +45.7% | +12.7% |
| 3M | +17.9% | -61.9% | +79.7% | +21.5% |
| 6M | +33.2% | -71.9% | +105.0% | +38.3% |
| YTD | +16.5% | -76.6% | +93.1% | +21.6% |
| 1Y | +19.1% | -83.9% | +103.0% | +25.4% |
| All | +19.1% | -82.9% | +101.9% | +25.4% |
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