+60.8%
HD vs OPEN
-87.0%
+147.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +19.9% | -0.3% |
| 7D | +4.3% | -22.2% | +26.6% | +6.0% |
| 30D | +20.2% | -38.3% | +58.5% | +23.9% |
| 3M | -1.0% | -59.4% | +58.4% | +4.9% |
| 6M | +7.9% | -74.4% | +82.3% | +17.5% |
| YTD | +2.0% | -76.0% | +78.0% | +10.8% |
| 1Y | -4.3% | -78.7% | +74.4% | +4.2% |
| 3Y | +25.9% | -30.0% | +55.9% | +12.3% |
| 5Y | +5.8% | -93.7% | +99.6% | -0.1% |
| All | +60.8% | -87.0% | +147.7% | +40.7% |
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