+254.1%
MP vs OPEN
-87.4%
+341.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -21.8% | +26.7% | +9.4% |
| 7D | -10.5% | -22.2% | +11.7% | -6.9% |
| 30D | -23.5% | -38.3% | +14.8% | -16.8% |
| 3M | -25.4% | -59.4% | +33.9% | -11.5% |
| 6M | -51.3% | -74.4% | +23.1% | -36.9% |
| YTD | -29.9% | -76.0% | +46.1% | -9.3% |
| 1Y | -31.8% | -78.7% | +46.8% | -10.6% |
| 3Y | +127.0% | -30.0% | +157.0% | +58.0% |
| 5Y | -3.3% | -93.7% | +90.4% | +12.9% |
| All | +254.1% | -87.4% | +341.5% | +255.2% |
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