+39.7%
HAL vs OPEN
-93.8%
+133.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -21.8% | +21.5% | +0.5% |
| 7D | -12.0% | -22.2% | +10.3% | -11.4% |
| 30D | +0.3% | -38.3% | +38.6% | +1.7% |
| 3M | -1.6% | -59.4% | +57.8% | +1.1% |
| 6M | -20.5% | -74.4% | +53.9% | -17.2% |
| YTD | +14.2% | -76.0% | +90.2% | +18.8% |
| 1Y | +18.9% | -78.7% | +97.5% | +23.8% |
| 3Y | -13.7% | -30.0% | +16.3% | -20.9% |
| All | +39.7% | -93.8% | +133.5% | +44.6% |
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