-87.0%
OPEN vs MUB
+7.4%
-94.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +0.1% | -21.9% | -22.3% |
| 7D | -22.2% | +0.7% | -22.9% | -25.0% |
| 30D | -38.3% | +4.4% | -42.7% | -49.9% |
| 3M | -59.4% | -0.2% | -59.2% | -58.8% |
| 6M | -74.4% | -0.6% | -73.8% | -73.2% |
| YTD | -76.0% | +0.3% | -76.3% | -76.0% |
| 1Y | -78.7% | +0.8% | -79.4% | -79.0% |
| 3Y | -30.0% | +12.0% | -42.0% | -58.6% |
| 5Y | -93.7% | +3.4% | -97.2% | -94.4% |
| All | -87.0% | +7.4% | -94.5% | -91.9% |
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 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