+205.6%
MO vs OPEN
-88.9%
+294.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.6% | +4.6% | +0.9% |
| 7D | +3.3% | -15.0% | +18.3% | +3.4% |
| 30D | +7.5% | -40.2% | +47.7% | +7.8% |
| 3M | +22.8% | -67.4% | +90.2% | +23.5% |
| 6M | +13.4% | -74.0% | +87.4% | +14.1% |
| YTD | +43.0% | -79.6% | +122.6% | +44.1% |
| 1Y | +45.2% | -86.1% | +131.3% | +46.8% |
| 3Y | +145.5% | -41.4% | +186.9% | +141.0% |
| 5Y | +157.1% | -94.9% | +251.9% | +154.1% |
| All | +205.6% | -88.9% | +294.5% | +188.9% |
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