-89.0%
OPEN vs HDB
+27.8%
-116.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.1% | -4.0% |
| 7D | -15.0% | +2.7% | -17.7% | -16.7% |
| 30D | -40.2% | +14.1% | -54.3% | -45.9% |
| 3M | -67.4% | +11.8% | -79.2% | -70.2% |
| 6M | -74.0% | +8.2% | -82.2% | -75.9% |
| YTD | -79.6% | -29.3% | -50.3% | -74.1% |
| 1Y | -86.1% | -28.8% | -57.3% | -82.5% |
| 3Y | -41.4% | -7.5% | -33.9% | -40.5% |
| 5Y | -94.9% | -23.1% | -71.8% | -94.2% |
| All | -89.0% | +27.8% | -116.8% | -88.6% |
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