-70.8%
OPEN vs XHB
+146.6%
-217.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | -0.8% |
| 7D | -4.3% | -1.3% | -3.0% | -2.2% |
| 30D | -16.2% | -6.9% | -9.3% | -6.1% |
| 3M | -36.4% | -1.3% | -35.1% | -36.2% |
| 6M | -35.5% | -6.8% | -28.7% | -30.8% |
| YTD | -46.0% | +0.7% | -46.7% | -48.8% |
| 1Y | -47.1% | -11.2% | -35.9% | -38.0% |
| 3Y | -19.0% | +25.3% | -44.4% | -41.9% |
| 5Y | -83.6% | +37.3% | -120.9% | -89.6% |
| All | -70.8% | +146.6% | -217.5% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling