+1,548.4%
MU vs OPEN
-87.3%
+1,635.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +4.2% | +7.7% | +11.4% |
| 7D | +2.0% | -31.1% | +33.1% | +6.5% |
| 30D | -18.0% | -34.7% | +16.7% | -14.2% |
| 3M | -6.6% | -61.9% | +55.3% | +4.2% |
| 6M | +2.0% | -71.9% | +73.9% | +17.5% |
| YTD | +184.5% | -76.6% | +261.1% | +232.2% |
| 1Y | +236.9% | -83.9% | +320.8% | +309.1% |
| 3Y | +987.0% | -34.4% | +1,021.3% | +839.3% |
| 5Y | +1,014.6% | -93.9% | +1,108.6% | +1,011.5% |
| All | +1,548.4% | -87.3% | +1,635.7% | +1,369.6% |
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