-47.1%
OPEN vs HALO
+47.3%
-94.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +0.7% |
| 7D | -4.3% | +4.6% | -8.8% | -4.7% |
| 30D | -16.2% | +31.8% | -48.0% | -18.7% |
| 3M | -36.4% | +53.9% | -90.3% | -40.0% |
| 6M | -35.5% | +57.4% | -92.8% | -39.3% |
| YTD | -46.0% | +63.7% | -109.7% | -53.4% |
| 1Y | -47.1% | +50.1% | -97.3% | -41.3% |
| All | -47.1% | +47.3% | -94.4% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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