+14.5%
MDB vs OPEN
-38.6%
+53.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.1% |
| 7D | -17.4% | -4.3% | -13.2% | -17.1% |
| 30D | -2.0% | -16.2% | +14.2% | -0.6% |
| 3M | -3.0% | -36.4% | +33.4% | +0.3% |
| 6M | +48.7% | -35.5% | +84.1% | +53.6% |
| YTD | -12.1% | -46.0% | +33.8% | -9.1% |
| 1Y | +14.5% | -47.1% | +61.6% | +19.2% |
| All | +14.5% | -38.6% | +53.1% | +19.2% |
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