+61.0%
MCHP vs OPEN
-70.7%
+131.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.4% |
| 7D | +1.7% | -4.3% | +6.0% | +2.2% |
| 30D | -4.1% | -16.2% | +12.1% | -2.1% |
| 3M | -22.5% | -36.4% | +13.8% | -18.5% |
| 6M | +7.3% | -35.5% | +42.7% | +12.0% |
| YTD | +18.4% | -46.0% | +64.3% | +25.5% |
| 1Y | +18.1% | -47.1% | +65.3% | +19.2% |
| 3Y | -2.8% | -19.0% | +16.2% | -19.9% |
| 5Y | +5.5% | -83.6% | +89.1% | -4.4% |
| All | +61.0% | -70.7% | +131.7% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling