+30.0%
MTZ vs OPEN
-38.6%
+68.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.1% |
| 7D | -1.6% | -4.3% | +2.7% | -1.4% |
| 30D | -11.1% | -16.2% | +5.1% | -10.5% |
| 3M | -36.7% | -36.4% | -0.3% | -35.7% |
| 6M | -21.9% | -35.5% | +13.5% | -20.9% |
| YTD | +9.1% | -46.0% | +55.1% | +10.7% |
| 1Y | +30.0% | -47.1% | +77.1% | +34.1% |
| All | +30.0% | -38.6% | +68.6% | +34.1% |
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