-49.2%
OPEN vs MUB
+2.0%
-51.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +1.0% | -0.3% | +1.3% | +3.5% |
| 30D | -11.9% | -1.5% | -10.4% | +0.9% |
| 3M | -28.8% | -1.9% | -26.8% | -15.4% |
| 6M | -38.6% | -1.7% | -36.9% | -25.0% |
| YTD | -47.3% | -0.8% | -46.6% | -46.4% |
| 1Y | -49.2% | +1.5% | -50.7% | -82.0% |
| All | -49.2% | +2.0% | -51.1% | -82.0% |
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