-84.0%
OPEN vs USHY
+21.5%
-105.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -1.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.1% |
| 30D | -13.8% | 0.0% | -13.7% | -13.3% |
| 3M | -30.9% | +0.8% | -31.7% | -33.3% |
| 6M | -40.9% | +1.9% | -42.9% | -45.8% |
| YTD | -48.5% | +2.3% | -50.8% | -53.6% |
| 1Y | -50.9% | +4.1% | -55.0% | -59.4% |
| 3Y | -20.6% | +27.8% | -48.4% | -76.0% |
| All | -84.0% | +21.5% | -105.5% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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