-87.9%
OPEN vs HRB
+308.7%
-396.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | 0.0% | -7.1% | -7.1% |
| 7D | -24.7% | -4.0% | -20.7% | -23.2% |
| 30D | -41.0% | +15.8% | -56.7% | -43.5% |
| 3M | -62.4% | +12.0% | -74.4% | -63.9% |
| 6M | -73.9% | +40.7% | -114.6% | -77.2% |
| YTD | -77.5% | +21.0% | -98.5% | -79.4% |
| 1Y | -83.6% | +11.7% | -95.2% | -84.5% |
| 3Y | -37.0% | +25.0% | -62.0% | -43.6% |
| 5Y | -93.3% | +141.0% | -234.3% | -94.7% |
| All | -87.9% | +308.7% | -396.6% | -90.7% |
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 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