+799.0%
LLY vs OPEN
-87.0%
+886.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -21.8% | +21.0% | -0.3% |
| 7D | -4.5% | -22.2% | +17.7% | -4.1% |
| 30D | +13.9% | -38.3% | +52.2% | +14.9% |
| 3M | +13.8% | -59.4% | +73.1% | +15.6% |
| 6M | +37.6% | -74.4% | +112.0% | +40.9% |
| YTD | +26.6% | -76.0% | +102.6% | +29.5% |
| 1Y | +45.3% | -78.7% | +124.0% | +48.9% |
| 3Y | +132.2% | -30.0% | +162.2% | +122.4% |
| 5Y | +434.7% | -93.7% | +528.4% | +413.2% |
| All | +799.0% | -87.0% | +886.0% | +713.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling