-74.2%
OPEN vs HALO
+357.7%
-431.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.5% |
| 7D | -11.4% | -2.7% | -8.7% | -10.1% |
| 30D | -20.1% | +5.3% | -25.4% | -22.3% |
| 3M | -37.6% | +51.6% | -89.1% | -51.0% |
| 6M | -47.1% | +61.3% | -108.3% | -60.3% |
| YTD | -52.1% | +59.3% | -111.4% | -64.5% |
| 1Y | -73.5% | +38.3% | -111.7% | -78.8% |
| 3Y | -24.4% | +185.9% | -210.3% | -63.9% |
| 5Y | -85.1% | +159.9% | -245.1% | -92.8% |
| All | -74.2% | +357.7% | -431.9% | -89.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling