+6.7%
HD vs OPEN
-94.8%
+101.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.6% | +3.8% | +0.4% |
| 7D | +1.5% | -15.0% | +16.5% | +2.7% |
| 30D | +18.0% | -40.2% | +58.2% | +22.2% |
| 3M | +2.8% | -67.4% | +70.2% | +11.2% |
| 6M | +17.0% | -74.0% | +91.0% | +28.1% |
| YTD | +3.5% | -79.6% | +83.1% | +14.7% |
| 1Y | -2.6% | -86.1% | +83.5% | +10.5% |
| 3Y | +30.7% | -41.4% | +72.1% | +15.6% |
| All | +6.7% | -94.8% | +101.5% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling