-47.1%
OPEN vs MDY
+17.9%
-65.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.3% |
| 7D | -4.3% | +0.1% | -4.4% | -4.5% |
| 30D | -16.2% | -1.5% | -14.7% | -12.6% |
| 3M | -36.4% | +0.8% | -37.1% | -37.0% |
| 6M | -35.5% | +7.4% | -42.9% | -46.8% |
| YTD | -46.0% | +15.2% | -61.2% | -66.8% |
| 1Y | -47.1% | +16.5% | -63.7% | -66.1% |
| All | -47.1% | +17.9% | -65.1% | -66.1% |
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