+1,389.6%
MU vs OPEN
-86.9%
+1,476.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.5% | +6.2% |
| 7D | -12.0% | -21.7% | +9.6% | -9.9% |
| 30D | -28.7% | -36.5% | +7.7% | -25.2% |
| 3M | -16.4% | -59.5% | +43.1% | -7.5% |
| 6M | -1.8% | -71.9% | +70.1% | +13.0% |
| YTD | +157.1% | -75.8% | +232.9% | +198.9% |
| 1Y | +208.5% | -78.5% | +287.0% | +261.7% |
| 3Y | +906.2% | -30.2% | +936.3% | +762.6% |
| 5Y | +893.4% | -93.3% | +986.7% | +880.7% |
| All | +1,389.6% | -86.9% | +1,476.5% | +1,222.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling