+326.0%
MTZ vs OPEN
-88.9%
+414.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.4% | -1.0% |
| 7D | +5.0% | -15.0% | +20.0% | +6.4% |
| 30D | -6.0% | -40.2% | +34.2% | -2.9% |
| 3M | -36.1% | -67.4% | +31.3% | -30.5% |
| 6M | -56.9% | -74.0% | +17.1% | -52.4% |
| YTD | -15.9% | -79.6% | +63.7% | -6.1% |
| 1Y | -3.8% | -86.1% | +82.3% | +10.5% |
| 3Y | +272.3% | -41.4% | +313.6% | +224.5% |
| 5Y | +91.1% | -94.9% | +185.9% | +87.7% |
| All | +326.0% | -88.9% | +414.9% | +289.6% |
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