+1,100.5%
MPC vs OPEN
-70.7%
+1,171.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | +5.4% | -4.3% | +9.7% | +5.6% |
| 30D | +31.0% | -16.2% | +47.2% | +31.6% |
| 3M | +46.0% | -36.4% | +82.4% | +47.8% |
| 6M | +77.3% | -35.5% | +112.8% | +79.0% |
| YTD | +141.9% | -46.0% | +187.9% | +145.1% |
| 1Y | +120.9% | -47.1% | +168.1% | +121.4% |
| 3Y | +182.7% | -19.0% | +201.7% | +167.8% |
| 5Y | +646.4% | -83.6% | +730.0% | +611.5% |
| All | +1,100.5% | -70.7% | +1,171.2% | +951.5% |
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