-70.8%
OPEN vs HAS
+55.7%
-126.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | -4.3% | -1.8% | -2.5% | -2.9% |
| 30D | -16.2% | +2.3% | -18.5% | -17.5% |
| 3M | -36.4% | +10.4% | -46.7% | -41.3% |
| 6M | -35.5% | -3.2% | -32.2% | -35.5% |
| YTD | -46.0% | +15.4% | -61.4% | -53.6% |
| 1Y | -47.1% | +18.8% | -65.9% | -55.6% |
| 3Y | -19.0% | +43.9% | -63.0% | -42.6% |
| 5Y | -83.6% | +13.9% | -97.5% | -87.1% |
| All | -70.8% | +55.7% | -126.6% | -77.4% |
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