+24.1%
HAL vs OPEN
-85.5%
+109.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.5% | +9.0% | -0.3% |
| 7D | +2.6% | -31.0% | +33.6% | +3.4% |
| 30D | -0.1% | -41.5% | +41.4% | +1.0% |
| 3M | -1.1% | -64.6% | +63.5% | +1.7% |
| 6M | -20.7% | -73.8% | +53.0% | -17.7% |
| YTD | +17.5% | -78.8% | +96.3% | +23.4% |
| 1Y | +24.1% | -86.8% | +110.9% | +32.3% |
| All | +24.1% | -85.5% | +109.6% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling