-70.8%
OPEN vs HIG
+290.0%
-360.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.0% |
| 7D | -4.3% | +0.3% | -4.6% | -4.3% |
| 30D | -16.2% | -3.2% | -13.0% | -15.6% |
| 3M | -36.4% | +9.1% | -45.5% | -38.4% |
| 6M | -35.5% | -1.8% | -33.7% | -35.6% |
| YTD | -46.0% | +1.8% | -47.7% | -46.9% |
| 1Y | -47.1% | +4.6% | -51.7% | -48.5% |
| 3Y | -19.0% | +101.6% | -120.7% | -35.0% |
| 5Y | -83.6% | +124.5% | -208.1% | -87.0% |
| All | -70.8% | +290.0% | -360.9% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling