+211.2%
HAL vs OPEN
-71.4%
+282.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.7% |
| 7D | +0.5% | +1.0% | -0.5% | +0.4% |
| 30D | +15.9% | -11.9% | +27.8% | +16.3% |
| 3M | -8.7% | -28.8% | +20.1% | -8.0% |
| 6M | +9.0% | -38.6% | +47.6% | +10.2% |
| YTD | +32.0% | -47.3% | +79.4% | +33.9% |
| 1Y | +72.5% | -49.2% | +121.6% | +72.4% |
| 3Y | -4.5% | -18.8% | +14.2% | -10.7% |
| 5Y | +109.7% | -83.6% | +193.3% | +94.6% |
| All | +211.2% | -71.4% | +282.6% | +161.3% |
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