+601.0%
MPC vs OPEN
-94.8%
+695.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.1% | +0.5% |
| 7D | +11.2% | -15.0% | +26.2% | +11.7% |
| 30D | -14.5% | -40.2% | +25.7% | -13.4% |
| 3M | +16.7% | -67.4% | +84.1% | +20.4% |
| 6M | +67.6% | -74.0% | +141.6% | +73.8% |
| YTD | +157.9% | -79.6% | +237.5% | +168.7% |
| 1Y | +116.7% | -86.1% | +202.8% | +128.1% |
| 3Y | +199.8% | -41.4% | +241.1% | +183.8% |
| All | +601.0% | -94.8% | +695.8% | +627.3% |
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