+298.2%
HLT vs OPEN
-72.1%
+370.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.0% |
| 7D | -1.5% | -2.9% | +1.5% | -1.3% |
| 30D | -1.2% | -13.8% | +12.5% | -0.4% |
| 3M | -10.3% | -30.9% | +20.5% | -8.6% |
| 6M | +1.3% | -40.9% | +42.2% | +3.9% |
| YTD | +7.0% | -48.5% | +55.6% | +10.4% |
| 1Y | +11.9% | -50.9% | +62.8% | +12.6% |
| 3Y | +100.7% | -20.6% | +121.3% | +78.9% |
| 5Y | +147.5% | -84.2% | +231.7% | +123.7% |
| All | +298.2% | -72.1% | +370.3% | +231.4% |
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