+1,064.7%
MPC vs OPEN
-83.3%
+1,148.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -9.6% | +5.7% | -3.6% |
| 7D | -12.8% | -5.8% | -7.0% | -12.7% |
| 30D | -12.7% | -21.1% | +8.4% | -12.2% |
| 3M | +27.1% | -52.4% | +79.5% | +29.6% |
| 6M | +45.8% | -65.8% | +111.6% | +49.9% |
| YTD | +134.7% | -69.3% | +204.0% | +141.4% |
| 1Y | +106.0% | -75.2% | +181.3% | +112.8% |
| 3Y | +165.5% | -14.4% | +179.9% | +150.6% |
| 5Y | +540.9% | -92.0% | +632.9% | +521.5% |
| All | +1,064.7% | -83.3% | +1,148.1% | +935.6% |
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 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