+851.0%
LLY vs OPEN
-87.8%
+938.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.1% | +8.5% | +1.6% |
| 7D | +1.6% | -24.7% | +26.3% | +2.1% |
| 30D | +21.5% | -41.0% | +62.4% | +22.6% |
| 3M | +16.4% | -62.4% | +78.8% | +18.5% |
| 6M | +51.5% | -73.9% | +125.3% | +55.1% |
| YTD | +33.9% | -77.5% | +111.4% | +37.2% |
| 1Y | +49.1% | -83.6% | +132.7% | +53.7% |
| 3Y | +144.6% | -37.0% | +181.6% | +134.8% |
| 5Y | +466.3% | -93.3% | +559.6% | +444.5% |
| All | +851.0% | -87.8% | +938.8% | +761.4% |
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