-6.0%
MTZ vs OPEN
-79.4%
+73.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.6% |
| 7D | -2.4% | -21.7% | +19.2% | -1.6% |
| 30D | -11.1% | -36.5% | +25.4% | -8.1% |
| 3M | -30.6% | -59.5% | +28.9% | -24.0% |
| 6M | -54.4% | -71.9% | +17.5% | -48.2% |
| YTD | -13.0% | -75.8% | +62.8% | -1.6% |
| All | -6.0% | -79.4% | +73.4% | +10.8% |
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