-83.6%
OPEN vs HST
+55.2%
-138.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.3% | -11.7% | -11.0% |
| 7D | -24.7% | +0.6% | -25.3% | -24.9% |
| 30D | -41.0% | +14.5% | -55.5% | -47.4% |
| 3M | -62.4% | +15.4% | -77.8% | -66.7% |
| 6M | -73.9% | +22.0% | -95.8% | -78.1% |
| YTD | -77.5% | +54.9% | -132.4% | -85.1% |
| 1Y | -83.6% | +54.0% | -137.5% | -89.0% |
| All | -83.6% | +55.2% | -138.8% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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