-10.0%
MTZ vs OPEN
-80.8%
+70.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.1% | +2.7% | -4.0% |
| 7D | -8.7% | -24.7% | +16.0% | -7.9% |
| 30D | -15.0% | -41.0% | +26.0% | -11.7% |
| 3M | -32.6% | -62.4% | +29.8% | -25.9% |
| 6M | -56.3% | -73.9% | +17.5% | -50.2% |
| YTD | -16.8% | -77.5% | +60.7% | -5.5% |
| 1Y | -10.0% | -83.6% | +73.5% | +6.4% |
| All | -10.0% | -80.8% | +70.8% | +6.4% |
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