+169.6%
HAL vs OPEN
-86.9%
+256.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | -7.9% | -21.7% | +13.8% | -7.3% |
| 30D | -2.1% | -36.5% | +34.4% | -1.0% |
| 3M | +0.4% | -59.5% | +60.0% | +2.9% |
| 6M | -19.2% | -71.9% | +52.6% | -16.6% |
| YTD | +14.4% | -75.8% | +90.2% | +18.4% |
| 1Y | +18.0% | -78.5% | +96.5% | +22.3% |
| 3Y | -9.7% | -30.2% | +20.5% | -15.7% |
| 5Y | +40.1% | -93.3% | +133.4% | +32.9% |
| All | +169.6% | -86.9% | +256.5% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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