-50.9%
OPEN vs MTB
+22.9%
-73.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -2.9% | +1.1% | -4.0% | -3.6% |
| 30D | -13.8% | -4.6% | -9.2% | -11.3% |
| 3M | -30.9% | +6.3% | -37.1% | -33.3% |
| 6M | -40.9% | +15.6% | -56.5% | -46.8% |
| YTD | -48.5% | +20.6% | -69.1% | -55.7% |
| 1Y | -50.9% | +22.5% | -73.4% | -63.9% |
| All | -50.9% | +22.9% | -73.8% | -63.9% |
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