-32.8%
OPEN vs HIG
+95.7%
-128.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | -31.1% | -0.7% | -30.4% | -30.8% |
| 30D | -34.7% | +5.4% | -40.1% | -35.5% |
| 3M | -61.9% | -0.9% | -60.9% | -61.7% |
| 6M | -71.9% | +4.8% | -76.6% | -72.6% |
| YTD | -76.6% | +0.9% | -77.5% | -77.0% |
| 1Y | -83.9% | +6.5% | -90.4% | -84.7% |
| All | -32.8% | +95.7% | -128.4% | -34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling