-78.7%
OPEN vs HAS
+59.5%
-138.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.5% | -21.3% | -21.6% |
| 7D | -22.2% | -0.2% | -22.1% | -22.0% |
| 30D | -38.3% | +31.0% | -69.4% | -42.4% |
| 3M | -59.4% | +30.7% | -90.0% | -62.0% |
| 6M | -74.4% | +23.9% | -98.3% | -75.7% |
| YTD | -76.0% | +48.3% | -124.3% | -80.2% |
| 1Y | -78.7% | +60.2% | -138.9% | -85.1% |
| All | -78.7% | +59.5% | -138.1% | -85.1% |
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