+119.1%
HBAN vs OPEN
-70.7%
+189.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | +0.7% | -4.3% | +4.9% | +0.9% |
| 30D | -3.2% | -16.2% | +13.0% | -2.3% |
| 3M | +4.0% | -36.4% | +40.3% | +6.4% |
| 6M | +3.1% | -35.5% | +38.6% | +5.1% |
| YTD | 0.0% | -46.0% | +46.0% | +2.7% |
| 1Y | -1.2% | -47.1% | +46.0% | -0.8% |
| 3Y | +72.5% | -19.0% | +91.5% | +56.1% |
| 5Y | +39.3% | -83.6% | +122.9% | +23.6% |
| All | +119.1% | -70.7% | +189.8% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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