+1,965.2%
MU vs OPEN
-70.7%
+2,035.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +6.0% |
| 7D | +9.0% | -4.3% | +13.2% | +9.5% |
| 30D | +13.8% | -16.2% | +30.0% | +16.2% |
| 3M | +2.1% | -36.4% | +38.4% | +7.4% |
| 6M | +153.8% | -35.5% | +189.3% | +165.2% |
| YTD | +256.4% | -46.0% | +302.4% | +278.6% |
| 1Y | +719.8% | -47.1% | +766.9% | +735.0% |
| 3Y | +1,360.4% | -19.0% | +1,379.4% | +1,137.1% |
| 5Y | +1,312.4% | -83.6% | +1,396.0% | +1,160.5% |
| All | +1,965.2% | -70.7% | +2,035.9% | +1,575.3% |
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