+1.6%
HYG vs OPEN
-72.7%
+74.3%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +13.8% | -13.1% | +0.4% |
| 7D | -0.1% | +3.7% | -3.8% | -0.2% |
| 30D | +0.7% | -14.3% | +15.0% | +0.9% |
| 3M | -2.0% | -51.9% | +49.9% | -0.8% |
| 6M | -0.9% | -61.4% | +60.5% | +0.6% |
| YTD | +0.1% | -66.0% | +66.1% | +1.5% |
| 1Y | +1.6% | -71.4% | +73.0% | +3.2% |
| All | +1.6% | -72.7% | +74.3% | +3.2% |
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 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