-78.7%
OPEN vs THC
+35.6%
-114.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.1% | -20.7% | -21.5% |
| 7D | -22.2% | +3.7% | -25.9% | -22.7% |
| 30D | -38.3% | +9.0% | -47.4% | -39.1% |
| 3M | -59.4% | +10.4% | -69.8% | -60.0% |
| 6M | -74.4% | +45.7% | -120.0% | -75.7% |
| YTD | -76.0% | +42.6% | -118.6% | -77.2% |
| 1Y | -78.7% | +38.8% | -117.4% | -79.4% |
| All | -78.7% | +35.6% | -114.3% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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