-69.8%
OPEN vs MUZ
-37.9%
-31.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.7% | -9.8% | -6.9% |
| 7D | -24.7% | +23.6% | -48.3% | -23.0% |
| 30D | -41.0% | +61.9% | -102.9% | -38.0% |
| 3M | -62.4% | -4.0% | -58.3% | -61.3% |
| All | -69.8% | -37.9% | -31.9% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUZ.
Daily Out/Under-Performance
Portfolio return minus MUZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUZ 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 MUZ 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 · Available span rolling