-86.1%
OPEN vs MDY
+14.2%
-100.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.4% |
| 7D | -15.0% | +2.3% | -17.3% | -18.7% |
| 30D | -40.2% | +2.0% | -42.2% | -42.3% |
| 3M | -67.4% | -5.6% | -61.8% | -62.9% |
| 6M | -74.0% | +1.3% | -75.3% | -74.1% |
| YTD | -79.6% | +12.3% | -91.9% | -84.5% |
| 1Y | -86.1% | +15.8% | -101.9% | -90.3% |
| All | -86.1% | +14.2% | -100.3% | -90.3% |
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