+57.1%
MMM vs OPEN
-70.7%
+127.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | -3.3% | -4.3% | +0.9% | -3.1% |
| 30D | -7.0% | -16.2% | +9.2% | -6.4% |
| 3M | +10.8% | -36.4% | +47.2% | +12.7% |
| 6M | +5.8% | -35.5% | +41.2% | +7.2% |
| YTD | +6.8% | -46.0% | +52.7% | +8.8% |
| 1Y | +10.4% | -47.1% | +57.5% | +10.6% |
| 3Y | +104.7% | -19.0% | +123.7% | +90.3% |
| 5Y | +23.6% | -83.6% | +107.1% | +10.0% |
| All | +57.1% | -70.7% | +127.8% | +36.2% |
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