+663.2%
LLY vs OPEN
-70.7%
+733.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | -2.1% | -4.3% | +2.1% | -2.1% |
| 30D | -1.6% | -16.2% | +14.6% | -1.3% |
| 3M | +2.3% | -36.4% | +38.7% | +3.1% |
| 6M | +14.9% | -35.5% | +50.3% | +15.6% |
| YTD | +7.5% | -46.0% | +53.4% | +8.3% |
| 1Y | +55.7% | -47.1% | +102.8% | +55.5% |
| 3Y | +110.6% | -19.0% | +129.6% | +100.5% |
| 5Y | +363.4% | -83.6% | +447.0% | +338.3% |
| All | +663.2% | -70.7% | +733.9% | +580.2% |
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