+16.6%
MDT vs OPEN
-74.0%
+90.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.1% |
| 7D | -1.6% | -10.5% | +9.0% | -1.3% |
| 30D | +1.0% | -21.8% | +22.8% | +1.8% |
| 3M | +15.2% | -37.5% | +52.7% | +16.7% |
| 6M | +3.7% | -44.1% | +47.8% | +5.1% |
| YTD | -3.0% | -52.0% | +49.0% | -1.3% |
| 1Y | +2.5% | -52.2% | +54.7% | +2.8% |
| 3Y | +26.5% | -25.9% | +52.4% | +19.8% |
| 5Y | -18.3% | -85.1% | +66.8% | -23.8% |
| All | +16.6% | -74.0% | +90.6% | +8.8% |
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