-82.4%
OPEN vs MUB
+0.8%
-83.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.1% | -21.9% | -22.3% |
| 7D | -22.2% | +0.7% | -22.9% | -25.5% |
| 30D | -38.3% | +4.4% | -42.7% | -51.8% |
| 3M | -59.4% | -0.2% | -59.2% | -57.6% |
| 6M | -74.4% | -0.6% | -73.8% | -72.2% |
| YTD | -76.0% | +0.3% | -76.3% | -75.5% |
| All | -82.4% | +0.8% | -83.2% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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