-18.7%
OPEN vs HBM
+506.5%
-525.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -66.4% |
| All | -18.7% | +506.5% | -525.2% | -75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling