-7.8%
MP vs OPEN
-92.5%
+84.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.6% | +3.6% | -4.3% |
| 7D | -19.0% | -5.8% | -13.2% | -18.3% |
| 30D | -30.5% | -21.1% | -9.3% | -27.8% |
| 3M | -29.6% | -52.4% | +22.8% | -19.9% |
| 6M | -50.4% | -65.8% | +15.3% | -40.6% |
| YTD | -33.2% | -69.3% | +36.1% | -19.3% |
| 1Y | -38.6% | -75.2% | +36.7% | -23.7% |
| 3Y | +105.5% | -14.4% | +119.8% | +48.0% |
| 5Y | -7.8% | -92.0% | +84.1% | +25.6% |
| All | -7.8% | -92.5% | +84.6% | +25.6% |
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