-87.4%
OPEN vs MDY
+125.9%
-213.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +2.5% |
| 7D | -31.1% | +0.2% | -31.3% | -31.5% |
| 30D | -34.7% | +2.1% | -36.8% | -37.6% |
| 3M | -61.9% | -3.6% | -58.2% | -58.4% |
| 6M | -71.9% | +1.7% | -73.5% | -72.6% |
| YTD | -76.6% | +13.8% | -90.4% | -82.2% |
| 1Y | -83.9% | +15.5% | -99.4% | -88.1% |
| 3Y | -34.4% | +58.3% | -92.7% | -72.6% |
| 5Y | -93.9% | +37.4% | -131.4% | -96.3% |
| All | -87.4% | +125.9% | -213.2% | -93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling