+4.4%
MCHP vs OPEN
-84.0%
+88.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.2% |
| 7D | +0.3% | -2.9% | +3.3% | +0.7% |
| 30D | -9.8% | -13.8% | +4.0% | -8.3% |
| 3M | -19.7% | -30.9% | +11.2% | -16.4% |
| 6M | +13.6% | -40.9% | +54.5% | +19.8% |
| YTD | +16.5% | -48.5% | +65.1% | +24.2% |
| 1Y | +15.7% | -50.9% | +66.6% | +17.9% |
| 3Y | 0.0% | -20.6% | +20.6% | -17.4% |
| 5Y | +4.4% | -84.2% | +88.6% | -5.6% |
| All | +4.4% | -84.0% | +88.4% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling