-83.9%
OPEN vs HAS
+63.1%
-147.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +3.7% |
| 7D | -31.1% | +2.0% | -33.1% | -31.4% |
| 30D | -34.7% | +30.9% | -65.6% | -38.5% |
| 3M | -61.9% | +28.8% | -90.6% | -64.0% |
| 6M | -71.9% | +32.3% | -104.2% | -73.6% |
| YTD | -76.6% | +54.7% | -131.3% | -79.6% |
| 1Y | -83.9% | +63.2% | -147.1% | -86.3% |
| All | -83.9% | +63.1% | -147.0% | -86.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling