+45.9%
HLT vs OPEN
-72.7%
+118.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.8% | -10.3% | +2.6% |
| 7D | +7.7% | +3.7% | +4.0% | +7.3% |
| 30D | +19.1% | -14.3% | +33.4% | +19.8% |
| 3M | +20.7% | -51.9% | +72.7% | +25.1% |
| 6M | +21.0% | -61.4% | +82.4% | +26.8% |
| YTD | +31.3% | -66.0% | +97.3% | +38.0% |
| 1Y | +45.9% | -71.4% | +117.3% | +53.3% |
| All | +45.9% | -72.7% | +118.5% | +53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling