-83.6%
OPEN vs HRB
+112.6%
-196.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.5% | +3.9% | +0.1% |
| 7D | +1.0% | -9.1% | +10.0% | +4.8% |
| 30D | -11.9% | +0.3% | -12.2% | -13.0% |
| 3M | -28.8% | +23.4% | -52.2% | -36.7% |
| 6M | -38.6% | +45.1% | -83.7% | -50.9% |
| YTD | -47.3% | +8.9% | -56.2% | -50.6% |
| 1Y | -49.2% | -7.9% | -41.3% | -47.6% |
| 3Y | -18.8% | +27.9% | -46.7% | -33.7% |
| 5Y | -83.6% | +108.3% | -191.9% | -88.6% |
| All | -83.6% | +112.6% | -196.2% | -88.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling