-88.6%
OPEN vs MDY
+123.2%
-211.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.2% | -8.3% | -6.9% |
| 7D | -31.0% | +3.0% | -34.0% | -35.7% |
| 30D | -41.5% | +0.8% | -42.3% | -42.3% |
| 3M | -64.6% | -5.1% | -59.5% | -59.9% |
| 6M | -73.8% | +1.2% | -74.9% | -74.1% |
| YTD | -78.8% | +12.5% | -91.3% | -83.4% |
| 1Y | -86.8% | +13.8% | -100.6% | -89.9% |
| 3Y | -40.6% | +56.4% | -97.1% | -74.5% |
| 5Y | -94.7% | +35.3% | -130.0% | -96.6% |
| All | -88.6% | +123.2% | -211.7% | -94.4% |
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