+64.4%
HD vs OPEN
-87.3%
+151.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | -0.2% |
| 7D | -1.2% | -31.1% | +29.9% | +1.2% |
| 30D | +20.9% | -34.7% | +55.6% | +24.1% |
| 3M | -0.2% | -61.9% | +61.7% | +6.2% |
| 6M | +14.5% | -71.9% | +86.4% | +23.9% |
| YTD | +4.3% | -76.6% | +80.9% | +13.6% |
| 1Y | -3.5% | -83.9% | +80.4% | +7.3% |
| 3Y | +30.1% | -34.4% | +64.5% | +16.6% |
| 5Y | +8.5% | -93.9% | +102.4% | +2.7% |
| All | +64.4% | -87.3% | +151.7% | +44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling