+855.4%
MU vs OPEN
-35.5%
+890.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -21.8% | +26.9% | +7.6% |
| 7D | -22.0% | -22.2% | +0.2% | -20.2% |
| 30D | -36.6% | -38.3% | +1.8% | -33.5% |
| 3M | -21.7% | -59.4% | +37.7% | -14.0% |
| 6M | +3.5% | -74.4% | +77.9% | +18.9% |
| YTD | +141.9% | -76.0% | +217.9% | +178.0% |
| 1Y | +189.8% | -78.7% | +268.5% | +235.4% |
| 3Y | +855.4% | -30.0% | +885.4% | +799.7% |
| All | +855.4% | -35.5% | +890.9% | +799.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling