-71.4%
OPEN vs MTB
+27.0%
-98.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.2% | +12.6% | +12.9% |
| 7D | +3.7% | +2.0% | +1.6% | +2.3% |
| 30D | -14.3% | +2.9% | -17.2% | -15.8% |
| 3M | -51.9% | -10.7% | -41.3% | -48.6% |
| 6M | -61.4% | +6.3% | -67.8% | -62.6% |
| YTD | -66.0% | +13.8% | -79.8% | -70.1% |
| 1Y | -71.4% | +27.7% | -99.1% | -79.0% |
| All | -71.4% | +27.0% | -98.3% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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