-71.4%
OPEN vs MDY
+17.5%
-88.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.6% | +13.2% | +12.4% |
| 7D | +3.7% | +1.7% | +2.0% | -0.1% |
| 30D | -14.3% | +1.2% | -15.5% | -16.4% |
| 3M | -51.9% | -3.5% | -48.5% | -47.6% |
| 6M | -61.4% | +3.5% | -64.9% | -63.6% |
| YTD | -66.0% | +13.6% | -79.6% | -76.0% |
| 1Y | -71.4% | +17.1% | -88.4% | -82.0% |
| All | -71.4% | +17.5% | -88.9% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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