-83.6%
OPEN vs HBM
+369.9%
-453.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.8% | -8.3% | -4.9% |
| 7D | +1.0% | +7.4% | -6.4% | -2.1% |
| 30D | -11.9% | +5.1% | -17.0% | -14.0% |
| 3M | -28.8% | +11.1% | -39.9% | -33.1% |
| 6M | -38.6% | +30.2% | -68.8% | -47.0% |
| YTD | -47.3% | +46.2% | -93.6% | -57.3% |
| 1Y | -49.2% | +120.0% | -169.2% | -65.7% |
| 3Y | -18.8% | +527.4% | -546.2% | -68.9% |
| 5Y | -83.6% | +400.4% | -484.0% | -92.6% |
| All | -83.6% | +369.9% | -453.5% | -92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling