-70.8%
OPEN vs HBM
+892.7%
-963.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.6% | +1.0% |
| 7D | -4.3% | -6.4% | +2.1% | -1.7% |
| 30D | -16.2% | +5.9% | -22.1% | -18.3% |
| 3M | -36.4% | -8.9% | -27.5% | -35.0% |
| 6M | -35.5% | +10.7% | -46.1% | -40.1% |
| YTD | -46.0% | +38.3% | -84.2% | -54.5% |
| 1Y | -47.1% | +121.3% | -168.5% | -63.5% |
| 3Y | -19.0% | +450.6% | -469.6% | -64.4% |
| 5Y | -83.6% | +338.0% | -421.6% | -92.4% |
| All | -70.8% | +892.7% | -963.6% | -88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling