-74.1%
OPEN vs XHB
+131.5%
-205.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -3.1% |
| 7D | -10.5% | -5.2% | -5.3% | -2.7% |
| 30D | -21.8% | -12.1% | -9.6% | -4.1% |
| 3M | -37.5% | -6.2% | -31.3% | -31.8% |
| 6M | -44.1% | -6.7% | -37.4% | -40.2% |
| YTD | -52.0% | -5.5% | -46.5% | -49.7% |
| 1Y | -52.2% | -15.6% | -36.6% | -39.3% |
| 3Y | -25.9% | +22.0% | -47.9% | -44.6% |
| 5Y | -85.1% | +31.8% | -116.9% | -89.8% |
| All | -74.1% | +131.5% | -205.6% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling