+55.4%
MCHP vs OPEN
-74.0%
+129.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.7% | +4.7% | -1.2% |
| 7D | -2.1% | -10.5% | +8.5% | -0.8% |
| 30D | -11.1% | -21.8% | +10.7% | -8.6% |
| 3M | -18.1% | -37.5% | +19.4% | -13.7% |
| 6M | +10.8% | -44.1% | +54.9% | +17.7% |
| YTD | +14.2% | -52.0% | +66.2% | +22.9% |
| 1Y | +13.5% | -52.2% | +65.7% | +16.0% |
| 3Y | -2.0% | -25.9% | +23.9% | -18.4% |
| 5Y | +1.4% | -85.1% | +86.5% | -7.1% |
| All | +55.4% | -74.0% | +129.3% | +30.6% |
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 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