-71.4%
OPEN vs HIG
+12.7%
-84.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.4% | +11.4% | +14.4% |
| 7D | +3.7% | +6.2% | -2.5% | +5.6% |
| 30D | -14.3% | +9.4% | -23.7% | -11.3% |
| 3M | -51.9% | -2.3% | -49.6% | -52.6% |
| 6M | -61.4% | +4.2% | -65.6% | -61.0% |
| YTD | -66.0% | +1.6% | -67.6% | -66.2% |
| 1Y | -71.4% | +9.9% | -81.3% | -75.8% |
| All | -71.4% | +12.7% | -84.1% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling