-32.8%
OPEN vs MDY
+58.9%
-91.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +2.4% |
| 7D | -31.1% | +0.2% | -31.3% | -31.5% |
| 30D | -34.7% | +2.1% | -36.8% | -37.7% |
| 3M | -61.9% | -3.6% | -58.2% | -58.2% |
| 6M | -71.9% | +1.7% | -73.5% | -72.6% |
| YTD | -76.6% | +13.8% | -90.4% | -82.6% |
| 1Y | -83.9% | +15.5% | -99.4% | -88.4% |
| All | -32.8% | +58.9% | -91.6% | -80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling