-6.4%
HAL vs OPEN
-42.5%
+36.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.6% | +6.8% | +3.2% |
| 7D | +6.1% | -15.0% | +21.1% | +6.4% |
| 30D | +2.9% | -40.2% | +43.1% | +3.8% |
| 3M | +3.3% | -67.4% | +70.7% | +5.7% |
| 6M | -16.9% | -74.0% | +57.1% | -14.7% |
| YTD | +21.2% | -79.6% | +100.8% | +24.8% |
| 1Y | +27.5% | -86.1% | +113.6% | +32.3% |
| 3Y | -6.4% | -41.4% | +34.9% | -18.9% |
| All | -6.4% | -42.5% | +36.1% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling