-48.8%
OPEN vs HRB
-7.7%
-41.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.6% | -2.1% |
| 7D | -2.9% | -10.6% | +7.7% | -2.0% |
| 30D | -13.8% | -0.8% | -13.0% | -13.7% |
| 3M | -30.9% | +19.1% | -49.9% | -32.6% |
| 6M | -40.9% | +48.7% | -89.6% | -45.0% |
| YTD | -48.5% | +7.1% | -55.6% | -42.4% |
| All | -48.8% | -7.7% | -41.1% | -35.7% |
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