+163.1%
MO vs OPEN
-74.0%
+237.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +8.0% | +1.4% |
| 7D | -1.0% | -10.5% | +9.5% | -1.0% |
| 30D | +5.8% | -21.8% | +27.6% | +5.9% |
| 3M | -4.5% | -37.5% | +33.0% | -4.3% |
| 6M | +5.7% | -44.1% | +49.8% | +6.0% |
| YTD | +23.1% | -52.0% | +75.1% | +23.5% |
| 1Y | +10.9% | -52.2% | +63.1% | +10.8% |
| 3Y | +96.1% | -25.9% | +122.1% | +92.7% |
| 5Y | +100.1% | -85.1% | +185.1% | +96.3% |
| All | +163.1% | -74.0% | +237.0% | +147.7% |
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