-70.8%
OPEN vs MUB
+6.2%
-77.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.5% |
| 7D | -4.3% | -0.9% | -3.4% | -0.1% |
| 30D | -16.2% | -1.4% | -14.8% | -9.8% |
| 3M | -36.4% | -2.2% | -34.2% | -28.5% |
| 6M | -35.5% | -1.9% | -33.6% | -28.3% |
| YTD | -46.0% | -0.8% | -45.2% | -43.1% |
| 1Y | -47.1% | +2.7% | -49.9% | -52.5% |
| 3Y | -19.0% | +8.6% | -27.6% | -44.1% |
| 5Y | -83.6% | +2.0% | -85.6% | -84.4% |
| All | -70.8% | +6.2% | -77.1% | -80.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling