-84.0%
OPEN vs HST
+74.0%
-158.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.3% |
| 7D | -4.3% | -1.0% | -3.2% | -3.0% |
| 30D | -16.2% | -12.3% | -4.0% | -2.0% |
| 3M | -36.4% | -6.4% | -30.0% | -31.7% |
| 6M | -35.5% | +15.0% | -50.5% | -46.9% |
| YTD | -46.0% | +30.5% | -76.5% | -61.9% |
| 1Y | -47.1% | +35.7% | -82.8% | -65.4% |
| 3Y | -19.0% | +68.4% | -87.4% | -57.9% |
| All | -84.0% | +74.0% | -158.0% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling