-89.0%
OPEN vs MTB
+148.6%
-237.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.3% | -3.9% |
| 7D | -15.0% | +1.5% | -16.5% | -15.6% |
| 30D | -40.2% | +2.3% | -42.5% | -40.6% |
| 3M | -67.4% | -12.1% | -55.3% | -65.2% |
| 6M | -74.0% | +9.8% | -83.8% | -75.0% |
| YTD | -79.6% | +12.0% | -91.6% | -80.6% |
| 1Y | -86.1% | +22.0% | -108.1% | -87.4% |
| 3Y | -41.4% | +107.6% | -149.0% | -56.6% |
| 5Y | -94.9% | +61.9% | -156.7% | -95.8% |
| All | -89.0% | +148.6% | -237.6% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling