-72.2%
OPEN vs DHI
+156.5%
-228.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.6% |
| 7D | -2.9% | -2.3% | -0.6% | -0.8% |
| 30D | -13.8% | -5.3% | -8.5% | -9.2% |
| 3M | -30.9% | -7.8% | -23.1% | -26.4% |
| 6M | -40.9% | -5.4% | -35.6% | -39.3% |
| YTD | -48.5% | -2.7% | -45.9% | -48.8% |
| 1Y | -50.9% | -21.0% | -29.9% | -40.9% |
| 3Y | -20.6% | +22.2% | -42.8% | -37.7% |
| 5Y | -84.2% | +62.2% | -146.3% | -90.7% |
| All | -72.2% | +156.5% | -228.7% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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