-83.6%
OPEN vs HIG
+122.5%
-206.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.6% | -1.5% |
| 7D | +1.0% | -1.1% | +2.1% | +1.6% |
| 30D | -11.9% | -4.9% | -7.0% | -9.7% |
| 3M | -28.8% | +6.8% | -35.6% | -32.2% |
| 6M | -38.6% | -1.7% | -36.9% | -39.1% |
| YTD | -47.3% | -0.2% | -47.1% | -48.6% |
| 1Y | -49.2% | +5.7% | -54.9% | -52.1% |
| 3Y | -18.8% | +100.3% | -119.1% | -53.1% |
| 5Y | -83.6% | +118.5% | -202.1% | -91.2% |
| All | -83.6% | +122.5% | -206.2% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling