+75.9%
MMM vs OPEN
-86.9%
+162.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | +5.8% | -21.7% | +27.4% | +6.8% |
| 30D | +17.9% | -36.5% | +54.4% | +20.0% |
| 3M | +3.6% | -59.5% | +63.1% | +7.4% |
| 6M | +32.9% | -71.9% | +104.8% | +39.5% |
| YTD | +19.5% | -75.8% | +95.3% | +25.8% |
| 1Y | +16.5% | -78.5% | +95.1% | +22.9% |
| 3Y | +167.2% | -30.2% | +197.3% | +150.1% |
| 5Y | +48.2% | -93.3% | +141.5% | +36.0% |
| All | +75.9% | -86.9% | +162.7% | +57.4% |
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 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