-89.0%
OPEN vs HAS
+102.9%
-191.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.9% | -3.1% |
| 7D | -15.0% | +1.4% | -16.4% | -15.7% |
| 30D | -40.2% | +26.3% | -66.5% | -49.5% |
| 3M | -67.4% | +25.6% | -93.0% | -72.5% |
| 6M | -74.0% | +30.3% | -104.3% | -79.0% |
| YTD | -79.6% | +50.4% | -129.9% | -85.6% |
| 1Y | -86.1% | +57.7% | -143.8% | -90.6% |
| 3Y | -41.4% | +213.4% | -254.8% | -76.6% |
| 5Y | -94.9% | +49.1% | -143.9% | -96.7% |
| All | -89.0% | +102.9% | -191.9% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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