+56.6%
MDB vs OPEN
-86.9%
+143.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.5% |
| 7D | -0.9% | -21.7% | +20.7% | +2.8% |
| 30D | -15.2% | -36.5% | +21.3% | -8.6% |
| 3M | -17.9% | -59.5% | +41.6% | -3.6% |
| 6M | +9.3% | -71.9% | +81.2% | +37.1% |
| YTD | -22.0% | -75.8% | +53.8% | -0.8% |
| 1Y | -9.3% | -78.5% | +69.2% | +15.9% |
| 3Y | -10.4% | -30.2% | +19.8% | -41.6% |
| 5Y | -43.2% | -93.3% | +50.0% | -42.9% |
| All | +56.6% | -86.9% | +143.5% | +52.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling