-73.4%
OPEN vs HALO
+40.8%
-114.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.4% | -6.3% | -6.7% |
| 7D | -10.5% | -3.4% | -7.1% | -10.6% |
| 30D | -21.8% | +4.3% | -26.1% | -21.6% |
| 3M | -37.5% | +51.8% | -89.3% | -36.1% |
| 6M | -44.1% | +57.8% | -101.9% | -42.8% |
| YTD | -52.0% | +59.0% | -111.0% | -52.1% |
| All | -73.4% | +40.8% | -114.2% | -78.3% |
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