+96.9%
MA vs OPEN
-70.7%
+167.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | -2.7% | -4.3% | +1.6% | -2.5% |
| 30D | +1.5% | -16.2% | +17.8% | +2.4% |
| 3M | +20.4% | -36.4% | +56.8% | +23.1% |
| 6M | +11.1% | -35.5% | +46.6% | +13.1% |
| YTD | +2.0% | -46.0% | +47.9% | +4.5% |
| 1Y | -2.2% | -47.1% | +45.0% | -2.0% |
| 3Y | +41.9% | -19.0% | +60.9% | +27.9% |
| 5Y | +75.4% | -83.6% | +158.9% | +62.3% |
| All | +96.9% | -70.7% | +167.6% | +73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling