-71.6%
OPEN vs MGY
+405.3%
-476.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.9% | -3.2% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | -11.9% | +10.1% | -22.0% | -14.7% |
| 3M | -28.8% | -1.5% | -27.3% | -29.3% |
| 6M | -38.6% | -4.9% | -33.7% | -38.9% |
| YTD | -47.3% | +27.7% | -75.0% | -52.4% |
| 1Y | -49.2% | +20.1% | -69.2% | -53.3% |
| 3Y | -18.8% | +24.9% | -43.7% | -27.0% |
| 5Y | -83.6% | +91.6% | -175.2% | -86.1% |
| All | -71.6% | +405.3% | -476.9% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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