-87.0%
OPEN vs HAS
+100.1%
-187.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.5% | -21.3% | -21.4% |
| 7D | -22.2% | -0.2% | -22.1% | -21.8% |
| 30D | -38.3% | +31.0% | -69.4% | -49.4% |
| 3M | -59.4% | +30.7% | -90.0% | -66.7% |
| 6M | -74.4% | +23.9% | -98.3% | -78.5% |
| YTD | -76.0% | +48.3% | -124.3% | -82.9% |
| 1Y | -78.7% | +60.2% | -138.9% | -85.7% |
| 3Y | -30.0% | +189.2% | -219.2% | -70.5% |
| 5Y | -93.7% | +50.4% | -144.1% | -95.9% |
| All | -87.0% | +100.1% | -187.2% | -91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling