+202.8%
MO vs OPEN
-88.5%
+291.3%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.5% | +10.2% | +0.7% |
| 7D | +0.4% | -31.0% | +31.4% | +0.6% |
| 30D | +8.9% | -41.5% | +50.4% | +9.2% |
| 3M | +23.0% | -64.6% | +87.6% | +23.6% |
| 6M | +15.0% | -73.8% | +88.7% | +15.7% |
| YTD | +41.7% | -78.8% | +120.5% | +42.7% |
| 1Y | +43.3% | -86.8% | +130.1% | +44.9% |
| 3Y | +143.2% | -40.6% | +183.8% | +138.7% |
| 5Y | +154.7% | -94.7% | +249.4% | +151.7% |
| All | +202.8% | -88.5% | +291.3% | +186.2% |
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 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