+10.1%
MDB vs OPEN
-56.1%
+66.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.2% |
| 7D | -18.0% | +1.0% | -19.0% | -18.1% |
| 30D | -10.7% | -11.9% | +1.2% | -9.8% |
| 3M | +1.0% | -28.8% | +29.7% | +3.7% |
| 6M | +31.6% | -38.6% | +70.2% | +36.4% |
| YTD | -15.2% | -47.3% | +32.2% | -12.0% |
| 1Y | +10.1% | -49.2% | +59.3% | +14.9% |
| All | +10.1% | -56.1% | +66.3% | +14.9% |
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