+1,373.3%
MU vs OPEN
-87.8%
+1,461.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.1% | +6.0% | -0.2% |
| 7D | -15.2% | -24.7% | +9.5% | -12.7% |
| 30D | -29.5% | -41.0% | +11.5% | -25.4% |
| 3M | -15.8% | -62.4% | +46.6% | -5.9% |
| 6M | -2.9% | -73.9% | +71.0% | +12.8% |
| YTD | +154.2% | -77.5% | +231.8% | +198.2% |
| 1Y | +186.6% | -83.6% | +270.2% | +246.9% |
| 3Y | +871.5% | -37.0% | +908.5% | +743.4% |
| 5Y | +911.7% | -93.3% | +1,005.0% | +902.2% |
| All | +1,373.3% | -87.8% | +1,461.1% | +1,219.6% |
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 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