-40.5%
MDB vs OPEN
-94.8%
+54.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -0.9% |
| 7D | +6.8% | -15.0% | +21.8% | +10.0% |
| 30D | -6.2% | -40.2% | +34.0% | +2.0% |
| 3M | -29.2% | -67.4% | +38.2% | -13.6% |
| 6M | +10.3% | -74.0% | +84.3% | +40.2% |
| YTD | -20.4% | -79.6% | +59.2% | +4.3% |
| 1Y | -4.8% | -86.1% | +81.3% | +32.6% |
| 3Y | -11.6% | -41.4% | +29.8% | -42.9% |
| All | -40.5% | -94.8% | +54.3% | +2.4% |
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