-94.2%
OPEN vs HAS
+51.6%
-145.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.7% | -7.8% | -7.7% |
| 7D | -24.7% | +3.3% | -28.0% | -26.4% |
| 30D | -41.0% | +30.5% | -71.5% | -53.3% |
| 3M | -62.4% | +29.9% | -92.2% | -70.2% |
| 6M | -73.9% | +26.5% | -100.4% | -79.2% |
| YTD | -77.5% | +51.9% | -129.5% | -85.5% |
| 1Y | -83.6% | +60.9% | -144.5% | -90.1% |
| 3Y | -37.0% | +215.0% | -252.0% | -81.5% |
| All | -94.2% | +51.6% | -145.8% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling