-52.2%
OPEN vs HBM
+103.9%
-156.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.5% | +0.9% | -3.7% |
| 7D | -10.5% | -3.7% | -6.8% | -9.2% |
| 30D | -21.8% | -3.7% | -18.1% | -20.7% |
| 3M | -37.5% | +8.0% | -45.5% | -40.4% |
| 6M | -44.1% | +15.8% | -59.9% | -49.0% |
| YTD | -52.0% | +34.4% | -86.3% | -60.1% |
| 1Y | -52.2% | +98.2% | -150.4% | -64.1% |
| All | -52.2% | +103.9% | -156.1% | -64.1% |
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