-87.4%
OPEN vs HRB
+308.6%
-396.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -31.1% | -8.1% | -23.0% | -28.8% |
| 30D | -34.7% | +15.0% | -49.7% | -37.3% |
| 3M | -61.9% | +10.2% | -72.1% | -63.2% |
| 6M | -71.9% | +44.2% | -116.1% | -75.7% |
| YTD | -76.6% | +21.0% | -97.5% | -78.5% |
| 1Y | -83.9% | +12.0% | -95.9% | -84.8% |
| 3Y | -34.4% | +24.9% | -59.3% | -41.2% |
| 5Y | -93.9% | +144.6% | -238.6% | -95.2% |
| All | -87.4% | +308.6% | -396.0% | -90.3% |
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