+92.3%
MA vs OPEN
-93.8%
+186.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -21.8% | +21.3% | +0.8% |
| 7D | +2.3% | -22.2% | +24.5% | +3.6% |
| 30D | +14.7% | -38.3% | +53.0% | +17.5% |
| 3M | +13.5% | -59.4% | +72.9% | +19.0% |
| 6M | +33.1% | -74.4% | +107.5% | +42.7% |
| YTD | +15.1% | -76.0% | +91.1% | +23.2% |
| 1Y | +18.7% | -78.7% | +97.4% | +27.4% |
| 3Y | +72.1% | -30.0% | +102.1% | +51.3% |
| All | +92.3% | -93.8% | +186.1% | +104.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling