-74.4%
OPEN vs MUB
-0.7%
-73.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.1% | -21.9% | -22.4% |
| 7D | -22.2% | +0.7% | -22.9% | -26.1% |
| 30D | -38.3% | +4.4% | -42.7% | -54.0% |
| 3M | -59.4% | -0.2% | -59.2% | -53.5% |
| 6M | -74.4% | -0.6% | -73.8% | -68.9% |
| All | -74.4% | -0.7% | -73.7% | -68.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling