-87.4%
OPEN vs HBM
+694.3%
-781.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -31.1% | -1.3% | -29.8% | -30.8% |
| 30D | -34.7% | -14.8% | -19.9% | -30.7% |
| 3M | -61.9% | -20.7% | -41.2% | -58.5% |
| 6M | -71.9% | -13.9% | -57.9% | -70.9% |
| YTD | -76.6% | +10.6% | -87.2% | -78.6% |
| 1Y | -83.9% | +32.4% | -116.3% | -86.4% |
| 3Y | -34.4% | +432.0% | -466.4% | -70.8% |
| 5Y | -93.9% | +205.5% | -299.4% | -96.8% |
| All | -87.4% | +694.3% | -781.6% | -94.7% |
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