+76.1%
MMM vs OPEN
-87.3%
+163.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -0.4% |
| 7D | -2.6% | -31.1% | +28.4% | -1.1% |
| 30D | +17.4% | -34.7% | +52.1% | +19.4% |
| 3M | +3.6% | -61.9% | +65.5% | +7.7% |
| 6M | +33.0% | -71.9% | +104.9% | +39.7% |
| YTD | +19.6% | -76.6% | +96.2% | +26.1% |
| 1Y | +14.0% | -83.9% | +98.0% | +21.9% |
| 3Y | +164.3% | -34.4% | +198.7% | +148.1% |
| 5Y | +49.3% | -93.9% | +143.3% | +36.9% |
| All | +76.1% | -87.3% | +163.4% | +57.8% |
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