-59.8%
MTZ vs OPEN
-73.5%
+13.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -21.8% | +31.3% | +8.8% |
| 7D | -6.4% | -22.2% | +15.8% | -6.7% |
| 30D | -22.1% | -38.3% | +16.3% | -19.7% |
| 3M | -32.7% | -59.4% | +26.7% | -25.9% |
| 6M | -59.8% | -74.4% | +14.5% | -54.3% |
| All | -59.8% | -73.5% | +13.7% | -54.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling