+91.9%
MO vs OPEN
-21.9%
+113.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.4% |
| 7D | -2.4% | -2.9% | +0.5% | -2.4% |
| 30D | +3.6% | -13.8% | +17.4% | +3.6% |
| 3M | -3.7% | -30.9% | +27.2% | -3.6% |
| 6M | +4.5% | -40.9% | +45.4% | +4.6% |
| YTD | +21.5% | -48.5% | +70.0% | +21.7% |
| 1Y | +9.5% | -50.9% | +60.4% | +9.4% |
| All | +91.9% | -21.9% | +113.8% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling