+33.9%
MCHP vs OPEN
-88.9%
+122.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.2% |
| 7D | +5.7% | -15.0% | +20.7% | +7.8% |
| 30D | -13.4% | -40.2% | +26.8% | -8.2% |
| 3M | -20.1% | -67.4% | +47.3% | -9.1% |
| 6M | -35.5% | -74.0% | +38.5% | -24.9% |
| YTD | -1.6% | -79.6% | +78.0% | +16.9% |
| 1Y | +15.5% | -86.1% | +101.6% | +42.7% |
| 3Y | -13.2% | -41.4% | +28.2% | -26.9% |
| 5Y | -17.5% | -94.9% | +77.4% | -13.6% |
| All | +33.9% | -88.9% | +122.8% | +24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling