+837.5%
LLY vs OPEN
-86.9%
+924.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +4.3% |
| 7D | +0.1% | -21.7% | +21.7% | +0.5% |
| 30D | +19.7% | -36.5% | +56.2% | +20.7% |
| 3M | +19.3% | -59.5% | +78.8% | +21.2% |
| 6M | +49.3% | -71.9% | +121.2% | +52.7% |
| YTD | +32.0% | -75.8% | +107.8% | +35.0% |
| 1Y | +53.7% | -78.5% | +132.2% | +57.4% |
| 3Y | +143.7% | -30.2% | +173.9% | +133.5% |
| 5Y | +463.9% | -93.3% | +557.2% | +441.2% |
| All | +837.5% | -86.9% | +924.4% | +747.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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