-83.6%
OPEN vs HDB
-37.8%
-45.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | 0.0% |
| 7D | +1.0% | -2.0% | +3.0% | +2.8% |
| 30D | -11.9% | -4.9% | -7.0% | -8.2% |
| 3M | -28.8% | -2.3% | -26.5% | -28.4% |
| 6M | -38.6% | -23.7% | -14.9% | -24.0% |
| YTD | -47.3% | -38.5% | -8.9% | -21.4% |
| 1Y | -49.2% | -36.5% | -12.7% | -26.2% |
| 3Y | -18.8% | -28.5% | +9.7% | +3.9% |
| 5Y | -83.6% | -37.4% | -46.2% | -77.6% |
| All | -83.6% | -37.8% | -45.9% | -77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling