-87.0%
OPEN vs HDB
+24.4%
-111.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.8% | -23.6% | -23.1% |
| 7D | -22.2% | +13.3% | -35.6% | -29.3% |
| 30D | -38.3% | +13.6% | -51.9% | -44.0% |
| 3M | -59.4% | +5.8% | -65.1% | -61.2% |
| 6M | -74.4% | -1.9% | -72.4% | -74.4% |
| YTD | -76.0% | -31.2% | -44.8% | -69.0% |
| 1Y | -78.7% | -29.6% | -49.1% | -72.9% |
| 3Y | -30.0% | -10.1% | -19.9% | -27.5% |
| 5Y | -93.7% | -24.3% | -69.4% | -92.8% |
| All | -87.0% | +24.4% | -111.4% | -86.4% |
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