-74.1%
OPEN vs HALO
+356.9%
-431.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.5% |
| 7D | -10.5% | -3.4% | -7.1% | -8.9% |
| 30D | -21.8% | +4.3% | -26.1% | -23.5% |
| 3M | -37.5% | +51.8% | -89.3% | -51.0% |
| 6M | -44.1% | +57.8% | -101.9% | -57.7% |
| YTD | -52.0% | +59.0% | -111.0% | -64.4% |
| 1Y | -52.2% | +41.2% | -93.4% | -62.1% |
| 3Y | -25.9% | +177.8% | -203.8% | -64.0% |
| 5Y | -85.1% | +159.5% | -244.5% | -92.8% |
| All | -74.1% | +356.9% | -431.0% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling