+321.4%
MTZ vs OPEN
-87.8%
+409.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.1% | +2.7% | -3.8% |
| 7D | -8.7% | -24.7% | +16.0% | -7.2% |
| 30D | -15.0% | -41.0% | +26.0% | -12.0% |
| 3M | -32.6% | -62.4% | +29.8% | -27.6% |
| 6M | -56.3% | -73.9% | +17.5% | -51.8% |
| YTD | -16.8% | -77.5% | +60.7% | -7.8% |
| 1Y | -10.0% | -83.6% | +73.5% | +1.9% |
| 3Y | +267.1% | -37.0% | +304.1% | +218.4% |
| 5Y | +89.9% | -93.3% | +183.1% | +83.9% |
| All | +321.4% | -87.8% | +409.3% | +282.6% |
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