-74.2%
OPEN vs HIG
+284.3%
-358.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -11.4% | -1.5% | -10.0% | -11.1% |
| 30D | -20.1% | -0.4% | -19.7% | -20.1% |
| 3M | -37.6% | +6.7% | -44.2% | -39.1% |
| 6M | -47.1% | +2.0% | -49.0% | -47.8% |
| YTD | -52.1% | +0.3% | -52.4% | -52.8% |
| 1Y | -73.5% | +4.2% | -77.7% | -74.2% |
| 3Y | -24.4% | +102.2% | -126.6% | -39.3% |
| 5Y | -85.1% | +118.5% | -203.6% | -88.2% |
| All | -74.2% | +284.3% | -358.5% | -75.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling