-18.7%
OPEN vs HALO
+178.6%
-197.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.4% | -1.9% |
| 7D | -2.9% | -2.1% | -0.8% | -2.1% |
| 30D | -13.8% | +4.6% | -18.4% | -15.4% |
| 3M | -30.9% | +50.2% | -81.1% | -42.6% |
| 6M | -40.9% | +57.6% | -98.5% | -52.4% |
| YTD | -48.5% | +59.6% | -108.1% | -59.5% |
| 1Y | -50.9% | +41.2% | -92.1% | -58.8% |
| All | -18.7% | +178.6% | -197.3% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling