-87.0%
OPEN vs MLM
+158.0%
-245.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.8% | -20.0% | -19.9% |
| 7D | -22.2% | -4.1% | -18.1% | -18.0% |
| 30D | -38.3% | +8.2% | -46.5% | -42.6% |
| 3M | -59.4% | -3.6% | -55.8% | -57.4% |
| 6M | -74.4% | -15.6% | -58.8% | -69.8% |
| YTD | -76.0% | -16.4% | -59.6% | -71.7% |
| 1Y | -78.7% | -14.3% | -64.3% | -75.5% |
| 3Y | -30.0% | +19.3% | -49.3% | -41.5% |
| 5Y | -93.7% | +29.6% | -123.3% | -95.3% |
| All | -87.0% | +158.0% | -245.1% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling