+582.3%
MPC vs OPEN
-94.2%
+676.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.2% | -0.8% | +3.3% |
| 7D | +2.6% | -31.1% | +33.6% | +3.6% |
| 30D | -12.2% | -34.7% | +22.5% | -11.3% |
| 3M | +20.1% | -61.9% | +81.9% | +23.3% |
| 6M | +60.6% | -71.9% | +132.5% | +66.2% |
| YTD | +150.6% | -76.6% | +227.2% | +160.0% |
| 1Y | +104.7% | -83.9% | +188.6% | +114.5% |
| 3Y | +194.5% | -34.4% | +228.9% | +178.1% |
| 5Y | +582.3% | -93.9% | +676.2% | +603.0% |
| All | +582.3% | -94.2% | +676.5% | +603.0% |
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