+32.0%
MDT vs OPEN
-88.9%
+120.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.6% | +5.5% | +2.0% |
| 7D | +1.0% | -15.0% | +16.0% | +1.6% |
| 30D | +9.2% | -40.2% | +49.4% | +10.8% |
| 3M | +14.5% | -67.4% | +81.9% | +18.3% |
| 6M | +37.3% | -74.0% | +111.3% | +42.6% |
| YTD | +9.8% | -79.6% | +89.4% | +14.5% |
| 1Y | +10.5% | -86.1% | +96.6% | +16.6% |
| 3Y | +57.4% | -41.4% | +98.8% | +49.1% |
| 5Y | +1.2% | -94.9% | +96.0% | -3.2% |
| All | +32.0% | -88.9% | +120.9% | +26.2% |
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