-4.6%
HD vs OPEN
-72.7%
+68.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +13.8% | -7.3% | +5.1% |
| 7D | +11.9% | +3.7% | +8.3% | +11.3% |
| 30D | +26.4% | -14.3% | +40.7% | +27.6% |
| 3M | +2.8% | -51.9% | +54.8% | +8.2% |
| 6M | +15.5% | -61.4% | +76.9% | +22.5% |
| YTD | +5.5% | -66.0% | +71.6% | +12.5% |
| 1Y | -4.6% | -71.4% | +66.8% | +1.3% |
| All | -4.6% | -72.7% | +68.1% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling