-83.9%
OPEN vs HRB
+11.2%
-95.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -31.1% | -8.1% | -23.0% | -30.4% |
| 30D | -34.7% | +15.0% | -49.7% | -34.5% |
| 3M | -61.9% | +10.2% | -72.1% | -61.7% |
| 6M | -71.9% | +44.2% | -116.1% | -71.9% |
| YTD | -76.6% | +21.0% | -97.5% | -79.0% |
| 1Y | -83.9% | +12.0% | -95.9% | -86.5% |
| All | -83.9% | +11.2% | -95.1% | -86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling