+110.2%
LLY vs OPEN
-17.1%
+127.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | -2.1% | -4.3% | +2.1% | -2.0% |
| 30D | -1.6% | -16.2% | +14.6% | -1.2% |
| 3M | +2.3% | -36.4% | +38.7% | +3.3% |
| 6M | +14.9% | -35.5% | +50.3% | +15.8% |
| YTD | +7.5% | -46.0% | +53.4% | +8.6% |
| 1Y | +55.7% | -47.1% | +102.8% | +55.1% |
| All | +110.2% | -17.1% | +127.3% | +95.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling