+105.3%
HAL vs OPEN
-83.7%
+189.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | +2.9% | -4.3% | +7.2% | +3.1% |
| 30D | +17.0% | -16.2% | +33.3% | +17.7% |
| 3M | -9.7% | -36.4% | +26.7% | -8.5% |
| 6M | +8.6% | -35.5% | +44.1% | +9.8% |
| YTD | +33.0% | -46.0% | +79.0% | +35.0% |
| 1Y | +68.3% | -47.1% | +115.5% | +67.8% |
| 3Y | +0.1% | -19.0% | +19.1% | -7.3% |
| All | +105.3% | -83.7% | +189.0% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling