-35.1%
HL vs OPEN
-74.4%
+39.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -9.5% | +4.1% | -1.9% |
| 7D | -7.6% | -31.0% | +23.4% | +4.2% |
| 30D | -17.5% | -41.5% | +24.0% | -1.4% |
| 3M | -26.2% | -64.6% | +38.4% | +9.2% |
| 6M | -35.1% | -73.8% | +38.7% | +4.9% |
| All | -35.1% | -74.4% | +39.3% | +4.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling