+97.5%
MO vs OPEN
-84.0%
+181.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.7% |
| YTD | +21.5% | -48.5% | +70.0% | +21.8% |
| 1Y | +9.5% | -50.9% | +60.4% | +9.4% |
| 3Y | +93.6% | -20.6% | +114.2% | +90.1% |
| 5Y | +97.5% | -84.2% | +181.7% | +87.2% |
| All | +97.5% | -84.0% | +181.5% | +87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling