-73.5%
OPEN vs MDY
+14.6%
-88.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -2.1% |
| 7D | -11.4% | -1.9% | -9.6% | -7.7% |
| 30D | -20.1% | -4.6% | -15.4% | -11.2% |
| 3M | -37.6% | -1.2% | -36.4% | -35.2% |
| 6M | -47.1% | +9.2% | -56.3% | -56.0% |
| YTD | -52.1% | +13.1% | -65.2% | -63.9% |
| 1Y | -73.5% | +13.0% | -86.5% | -80.9% |
| All | -73.5% | +14.6% | -88.1% | -80.9% |
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