+397.7%
HL vs OPEN
-88.5%
+486.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -9.5% | +4.1% | -4.5% |
| 7D | -7.6% | -31.0% | +23.4% | -4.3% |
| 30D | -17.5% | -41.5% | +24.0% | -13.2% |
| 3M | -26.2% | -64.6% | +38.4% | -18.4% |
| 6M | -35.1% | -73.8% | +38.7% | -26.2% |
| YTD | -30.4% | -78.8% | +48.4% | -19.6% |
| 1Y | -14.0% | -86.8% | +72.9% | +2.9% |
| 3Y | +256.3% | -40.6% | +296.9% | +234.6% |
| 5Y | +112.5% | -94.7% | +207.2% | +135.8% |
| All | +397.7% | -88.5% | +486.2% | +367.2% |
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