-83.6%
OPEN vs XHB
+37.2%
-120.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | +1.5% |
| 7D | +1.0% | +0.2% | +0.8% | +0.6% |
| 30D | -11.9% | -9.1% | -2.8% | +3.5% |
| 3M | -28.8% | -2.3% | -26.5% | -27.7% |
| 6M | -38.6% | -4.1% | -34.5% | -37.3% |
| YTD | -47.3% | -1.7% | -45.6% | -48.7% |
| 1Y | -49.2% | -15.1% | -34.1% | -35.3% |
| 3Y | -18.8% | +26.8% | -45.6% | -48.7% |
| 5Y | -83.6% | +37.3% | -121.0% | -90.7% |
| All | -83.6% | +37.2% | -120.8% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling