+127.0%
MP vs OPEN
-35.5%
+162.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -21.8% | +26.7% | +8.3% |
| 7D | -10.5% | -22.2% | +11.7% | -7.8% |
| 30D | -23.5% | -38.3% | +14.8% | -18.5% |
| 3M | -25.4% | -59.4% | +33.9% | -15.3% |
| 6M | -51.3% | -74.4% | +23.1% | -41.0% |
| YTD | -29.9% | -76.0% | +46.1% | -15.2% |
| 1Y | -31.8% | -78.7% | +46.8% | -16.8% |
| 3Y | +127.0% | -30.0% | +157.0% | +48.1% |
| All | +127.0% | -35.5% | +162.5% | +48.1% |
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