+671.0%
HL vs OPEN
-70.7%
+741.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +1.5% | -4.3% | +5.7% | +1.9% |
| 30D | +25.1% | -16.2% | +41.3% | +27.3% |
| 3M | +22.9% | -36.4% | +59.3% | +28.2% |
| 6M | -4.9% | -35.5% | +30.5% | -1.3% |
| YTD | +7.8% | -46.0% | +53.8% | +13.8% |
| 1Y | +133.9% | -47.1% | +181.0% | +138.9% |
| 3Y | +380.9% | -19.0% | +399.9% | +333.9% |
| 5Y | +230.2% | -83.6% | +313.8% | +225.8% |
| All | +671.0% | -70.7% | +741.7% | +561.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling