-14.3%
MTZ vs OPEN
-72.7%
+58.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | +13.8% | -29.2% | -16.5% |
| 7D | -7.4% | +3.7% | -11.1% | -7.6% |
| 30D | -23.6% | -14.3% | -9.3% | -22.1% |
| 3M | -38.3% | -51.9% | +13.6% | -32.7% |
| 6M | -60.6% | -61.4% | +0.8% | -56.3% |
| YTD | -22.9% | -66.0% | +43.1% | -14.8% |
| 1Y | -14.3% | -71.4% | +57.1% | -4.2% |
| All | -14.3% | -72.7% | +58.4% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling