+32.4%
HYG vs OPEN
-74.0%
+106.5%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -0.7% | -11.4% | +10.7% | -0.4% |
| 30D | -0.7% | -20.1% | +19.3% | -0.2% |
| 3M | -0.2% | -37.6% | +37.4% | +0.8% |
| 6M | +1.4% | -47.1% | +48.5% | +2.7% |
| YTD | +1.5% | -52.1% | +53.6% | +2.8% |
| 1Y | +2.9% | -73.5% | +76.4% | +5.2% |
| 3Y | +25.6% | -24.4% | +50.0% | +20.5% |
| 5Y | +18.6% | -85.1% | +103.7% | +13.7% |
| All | +32.4% | -74.0% | +106.5% | +25.8% |
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 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