+226.4%
MU vs OPEN
-85.5%
+311.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.5% | +7.9% | +0.7% |
| 7D | +21.6% | -31.0% | +52.6% | +31.2% |
| 30D | -16.2% | -41.5% | +25.2% | -5.8% |
| 3M | -12.4% | -64.6% | +52.2% | +12.8% |
| 6M | +4.2% | -73.8% | +78.0% | +43.2% |
| YTD | +180.0% | -78.8% | +258.8% | +302.2% |
| 1Y | +226.4% | -86.8% | +313.2% | +426.7% |
| All | +226.4% | -85.5% | +311.9% | +426.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling