-71.4%
OPEN vs HBM
+47.3%
-118.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.6% | +10.2% | +12.3% |
| 7D | +3.7% | -5.8% | +9.5% | +6.2% |
| 30D | -14.3% | -18.5% | +4.2% | -7.3% |
| 3M | -51.9% | -10.3% | -41.7% | -50.3% |
| 6M | -61.4% | +2.1% | -63.5% | -62.8% |
| YTD | -66.0% | +12.0% | -78.1% | -71.9% |
| 1Y | -71.4% | +49.8% | -121.1% | -83.5% |
| All | -71.4% | +47.3% | -118.7% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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