-71.4%
OPEN vs LII
-26.0%
-45.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.6% | +10.2% | +12.2% |
| 7D | +3.7% | +7.9% | -4.2% | +0.4% |
| 30D | -14.3% | -0.6% | -13.7% | -14.4% |
| 3M | -51.9% | -19.3% | -32.6% | -47.6% |
| 6M | -61.4% | -29.8% | -31.6% | -56.4% |
| YTD | -66.0% | -25.4% | -40.6% | -64.4% |
| 1Y | -71.4% | -26.2% | -45.2% | -69.7% |
| All | -71.4% | -26.0% | -45.4% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling