-86.1%
OPEN vs MTB
+21.0%
-107.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.3% | -4.1% |
| 7D | -15.0% | +1.5% | -16.5% | -15.9% |
| 30D | -40.2% | +2.3% | -42.5% | -40.6% |
| 3M | -67.4% | -12.1% | -55.3% | -65.1% |
| 6M | -74.0% | +9.8% | -83.8% | -74.7% |
| YTD | -79.6% | +12.0% | -91.6% | -80.9% |
| 1Y | -86.1% | +22.0% | -108.1% | -87.6% |
| All | -86.1% | +21.0% | -107.1% | -87.6% |
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