-72.2%
OPEN vs HRB
+261.8%
-334.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.6% | -1.7% |
| 7D | -2.9% | -10.6% | +7.7% | +0.6% |
| 30D | -13.8% | -0.8% | -13.0% | -14.3% |
| 3M | -30.9% | +19.1% | -49.9% | -36.2% |
| 6M | -40.9% | +48.7% | -89.6% | -50.9% |
| YTD | -48.5% | +7.1% | -55.6% | -51.1% |
| 1Y | -50.9% | -8.3% | -42.6% | -50.2% |
| 3Y | -20.6% | +25.8% | -46.5% | -29.7% |
| 5Y | -84.2% | +111.1% | -195.3% | -86.9% |
| All | -72.2% | +261.8% | -334.0% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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