+646.4%
HL vs OPEN
-74.0%
+720.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -3.3% |
| 7D | -5.6% | -10.5% | +4.9% | -4.6% |
| 30D | +12.7% | -21.8% | +34.5% | +15.5% |
| 3M | +42.5% | -37.5% | +80.0% | +48.9% |
| 6M | -9.0% | -44.1% | +35.1% | -4.2% |
| YTD | +4.4% | -52.0% | +56.4% | +11.4% |
| 1Y | +82.7% | -52.2% | +134.9% | +88.9% |
| 3Y | +406.3% | -25.9% | +432.2% | +360.9% |
| 5Y | +238.2% | -85.1% | +323.2% | +236.7% |
| All | +646.4% | -74.0% | +720.3% | +547.8% |
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