-70.8%
OPEN vs HDB
+14.7%
-85.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.1% | +1.0% |
| 7D | -4.3% | +0.4% | -4.7% | -4.6% |
| 30D | -16.2% | -2.8% | -13.4% | -14.5% |
| 3M | -36.4% | -3.5% | -32.8% | -35.2% |
| 6M | -35.5% | -24.7% | -10.7% | -21.4% |
| YTD | -46.0% | -36.6% | -9.4% | -25.5% |
| 1Y | -47.1% | -34.4% | -12.8% | -28.8% |
| 3Y | -19.0% | -24.4% | +5.4% | -3.1% |
| 5Y | -83.6% | -35.4% | -48.2% | -79.4% |
| All | -70.8% | +14.7% | -85.5% | -67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling