-86.9%
OPEN vs HDB
+27.7%
-114.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -1.2% |
| 7D | -21.7% | +13.7% | -35.4% | -29.0% |
| 30D | -36.5% | +15.8% | -52.3% | -43.2% |
| 3M | -59.5% | +9.2% | -68.8% | -62.3% |
| 6M | -71.9% | +3.2% | -75.0% | -73.0% |
| YTD | -75.8% | -29.4% | -46.4% | -69.3% |
| 1Y | -78.5% | -27.9% | -50.6% | -73.2% |
| 3Y | -30.2% | -5.9% | -24.3% | -30.2% |
| 5Y | -93.3% | -23.5% | -69.8% | -92.4% |
| All | -86.9% | +27.7% | -114.7% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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