+340.9%
MTZ vs OPEN
-87.3%
+428.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +4.3% |
| 7D | +12.9% | -31.1% | +43.9% | +15.9% |
| 30D | -8.5% | -34.7% | +26.1% | -6.1% |
| 3M | -30.6% | -61.9% | +31.3% | -25.5% |
| 6M | -55.1% | -71.9% | +16.8% | -50.8% |
| YTD | -13.0% | -76.6% | +63.6% | -3.9% |
| 1Y | -4.3% | -83.9% | +79.6% | +8.7% |
| 3Y | +284.0% | -34.4% | +318.4% | +232.0% |
| 5Y | +97.7% | -93.9% | +191.6% | +91.9% |
| All | +340.9% | -87.3% | +428.2% | +298.9% |
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