-93.9%
OPEN vs XHB
+33.4%
-127.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.3% |
| 7D | -31.1% | -4.1% | -26.9% | -25.4% |
| 30D | -34.7% | +9.6% | -44.3% | -43.2% |
| 3M | -61.9% | -6.0% | -55.9% | -56.8% |
| 6M | -71.9% | +2.2% | -74.1% | -73.2% |
| YTD | -76.6% | +1.1% | -77.7% | -77.9% |
| 1Y | -83.9% | -1.7% | -82.2% | -84.2% |
| 3Y | -34.4% | +36.5% | -70.8% | -64.0% |
| 5Y | -93.9% | +33.5% | -127.4% | -96.8% |
| All | -93.9% | +33.4% | -127.3% | -96.8% |
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 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