+2,538.2%
MUU vs OPEN
+73.4%
+2,464.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.5% |
| 7D | +13.9% | +1.0% | +12.9% | +13.7% |
| 30D | +24.8% | -11.9% | +36.7% | +27.9% |
| 3M | -15.7% | -28.8% | +13.0% | -10.5% |
| 6M | +338.9% | -38.6% | +377.5% | +380.3% |
| YTD | +563.2% | -47.3% | +610.5% | +643.9% |
| 1Y | +2,577.5% | -49.2% | +2,626.7% | +2,771.3% |
| All | +2,538.2% | +73.4% | +2,464.8% | +2,360.4% |
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