-78.7%
OPEN vs MAS
+32.0%
-110.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.9% | -19.9% | -20.5% |
| 7D | -22.2% | +2.0% | -24.2% | -22.4% |
| 30D | -38.3% | +19.4% | -57.7% | -43.5% |
| 3M | -59.4% | +9.4% | -68.8% | -61.2% |
| 6M | -74.4% | +15.3% | -89.7% | -76.0% |
| YTD | -76.0% | +31.3% | -107.3% | -80.1% |
| 1Y | -78.7% | +34.9% | -113.5% | -82.4% |
| All | -78.7% | +32.0% | -110.7% | -82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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