+249.3%
HL vs OPEN
-84.0%
+333.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.1% |
| 7D | +0.4% | -2.9% | +3.3% | +0.7% |
| 30D | +18.8% | -13.8% | +32.6% | +20.5% |
| 3M | +43.7% | -30.9% | +74.6% | +48.5% |
| 6M | -1.0% | -40.9% | +39.9% | +3.4% |
| YTD | +8.7% | -48.5% | +57.3% | +15.0% |
| 1Y | +105.0% | -50.9% | +155.9% | +111.3% |
| 3Y | +427.3% | -20.6% | +447.9% | +383.5% |
| 5Y | +249.3% | -84.2% | +333.5% | +260.6% |
| All | +249.3% | -84.0% | +333.3% | +260.6% |
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