-89.0%
OPEN vs HRB
+300.9%
-389.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -3.1% |
| 7D | -15.0% | -5.1% | -9.9% | -13.4% |
| 30D | -40.2% | +8.7% | -48.9% | -41.4% |
| 3M | -67.4% | -5.4% | -62.0% | -66.7% |
| 6M | -74.0% | +41.6% | -115.6% | -77.4% |
| YTD | -79.6% | +18.7% | -98.2% | -81.2% |
| 1Y | -86.1% | +16.4% | -102.5% | -87.1% |
| 3Y | -41.4% | +22.0% | -63.4% | -47.0% |
| 5Y | -94.9% | +141.2% | -236.1% | -95.9% |
| All | -89.0% | +300.9% | -389.8% | -91.5% |
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 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