+49.6%
MDB vs OPEN
-87.0%
+136.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -21.8% | +24.5% | +6.9% |
| 7D | -11.4% | -22.2% | +10.9% | -7.9% |
| 30D | -13.8% | -38.3% | +24.5% | -6.6% |
| 3M | -15.5% | -59.4% | +43.9% | -0.7% |
| 6M | +17.9% | -74.4% | +92.3% | +50.3% |
| YTD | -25.5% | -76.0% | +50.5% | -5.1% |
| 1Y | -12.1% | -78.7% | +66.6% | +12.6% |
| 3Y | -5.9% | -30.0% | +24.1% | -38.7% |
| 5Y | -43.7% | -93.7% | +50.0% | -42.6% |
| All | +49.6% | -87.0% | +136.6% | +45.7% |
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