-70.8%
OPEN vs HRB
+293.2%
-364.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +1.9% |
| 7D | -4.3% | -5.7% | +1.4% | -2.4% |
| 30D | -16.2% | +7.9% | -24.1% | -18.9% |
| 3M | -36.4% | +32.1% | -68.5% | -43.3% |
| 6M | -35.5% | +62.2% | -97.7% | -47.9% |
| YTD | -46.0% | +16.4% | -62.4% | -50.0% |
| 1Y | -47.1% | -0.3% | -46.9% | -47.9% |
| 3Y | -19.0% | +36.0% | -55.1% | -30.1% |
| 5Y | -83.6% | +125.2% | -208.8% | -86.8% |
| All | -70.8% | +293.2% | -364.1% | -77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling