-72.2%
OPEN vs HBM
+943.3%
-1,015.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -2.9% | +5.5% | -8.4% | -5.1% |
| 30D | -13.8% | +3.3% | -17.1% | -15.1% |
| 3M | -30.9% | +12.7% | -43.5% | -35.2% |
| 6M | -40.9% | +28.2% | -69.1% | -48.3% |
| YTD | -48.5% | +45.3% | -93.9% | -57.6% |
| 1Y | -50.9% | +121.7% | -172.6% | -66.2% |
| 3Y | -20.6% | +523.5% | -544.2% | -66.8% |
| 5Y | -84.2% | +393.9% | -478.1% | -93.0% |
| All | -72.2% | +943.3% | -1,015.6% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling