+43.4%
MMM vs OPEN
-94.8%
+138.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.7% | -0.8% |
| 7D | -0.4% | -15.0% | +14.6% | +0.5% |
| 30D | +12.1% | -40.2% | +52.3% | +15.0% |
| 3M | +1.4% | -67.4% | +68.8% | +7.3% |
| 6M | +26.6% | -74.0% | +100.6% | +35.1% |
| YTD | +16.8% | -79.6% | +96.4% | +25.7% |
| 1Y | +10.1% | -86.1% | +96.2% | +20.6% |
| 3Y | +158.4% | -41.4% | +199.8% | +136.8% |
| All | +43.4% | -94.8% | +138.2% | +35.1% |
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