+340.6%
MTZ vs OPEN
-86.9%
+427.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.5% |
| 7D | -2.4% | -21.7% | +19.2% | -1.2% |
| 30D | -11.1% | -36.5% | +25.4% | -8.5% |
| 3M | -30.6% | -59.5% | +28.9% | -25.9% |
| 6M | -54.4% | -71.9% | +17.5% | -49.9% |
| YTD | -13.0% | -75.8% | +62.8% | -4.2% |
| 1Y | -5.7% | -78.5% | +72.8% | +4.4% |
| 3Y | +297.2% | -30.2% | +327.4% | +241.4% |
| 5Y | +95.9% | -93.3% | +189.2% | +89.1% |
| All | +340.6% | -86.9% | +427.5% | +297.6% |
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