-74.0%
OPEN vs USHY
-0.5%
-73.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -2.3% |
| 7D | -15.0% | -0.4% | -14.6% | -9.9% |
| 30D | -40.2% | +0.6% | -40.8% | -42.6% |
| 3M | -67.4% | -2.0% | -65.4% | -56.9% |
| 6M | -74.0% | -0.5% | -73.5% | -69.7% |
| All | -74.0% | -0.5% | -73.6% | -69.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling