+163.4%
MO vs OPEN
-70.7%
+234.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | +0.3% | -4.3% | +4.6% | +0.4% |
| 30D | +0.6% | -16.2% | +16.9% | +0.7% |
| 3M | -1.0% | -36.4% | +35.4% | -0.8% |
| 6M | +4.3% | -35.5% | +39.8% | +4.5% |
| YTD | +23.3% | -46.0% | +69.2% | +23.6% |
| 1Y | +10.5% | -47.1% | +57.6% | +10.3% |
| 3Y | +96.3% | -19.0% | +115.3% | +92.7% |
| 5Y | +98.9% | -83.6% | +182.5% | +95.1% |
| All | +163.4% | -70.7% | +234.1% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling