+445.3%
MP vs OPEN
-71.6%
+516.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.3% |
| 7D | -2.9% | -4.3% | +1.4% | -2.0% |
| 30D | +13.8% | -16.2% | +30.0% | +18.0% |
| 3M | -16.7% | -36.4% | +19.7% | -9.3% |
| 6M | -11.5% | -35.5% | +24.0% | -4.2% |
| YTD | +7.9% | -46.0% | +53.9% | +19.9% |
| 1Y | -15.0% | -47.1% | +32.1% | -13.4% |
| 3Y | +153.5% | -19.0% | +172.5% | +78.1% |
| 5Y | +58.7% | -83.6% | +142.2% | +48.3% |
| All | +445.3% | -71.6% | +516.9% | +369.5% |
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