-3.5%
HD vs OPEN
-82.9%
+79.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | -0.4% |
| 7D | -1.2% | -31.1% | +29.9% | +2.8% |
| 30D | +20.9% | -34.7% | +55.6% | +25.8% |
| 3M | -0.2% | -61.9% | +61.7% | +8.8% |
| 6M | +14.5% | -71.9% | +86.4% | +26.7% |
| YTD | +4.3% | -76.6% | +80.9% | +16.7% |
| 1Y | -3.5% | -83.9% | +80.4% | +8.4% |
| All | -3.5% | -82.9% | +79.4% | +8.4% |
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