-86.1%
OPEN vs HAS
+58.1%
-144.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.9% | -3.4% |
| 7D | -15.0% | +1.4% | -16.4% | -15.2% |
| 30D | -40.2% | +26.3% | -66.5% | -43.0% |
| 3M | -67.4% | +25.6% | -93.0% | -68.8% |
| 6M | -74.0% | +30.3% | -104.3% | -75.4% |
| YTD | -79.6% | +50.4% | -129.9% | -81.6% |
| 1Y | -86.1% | +57.7% | -143.8% | -87.8% |
| All | -86.1% | +58.1% | -144.2% | -87.8% |
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