-47.1%
OPEN vs LII
-28.2%
-19.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.1% |
| 7D | -4.3% | -0.7% | -3.5% | -3.9% |
| 30D | -16.2% | -12.6% | -3.6% | -10.2% |
| 3M | -36.4% | -24.4% | -11.9% | -28.6% |
| 6M | -35.5% | -28.7% | -6.7% | -23.8% |
| YTD | -46.0% | -19.1% | -26.8% | -44.3% |
| 1Y | -47.1% | -29.7% | -17.4% | -33.8% |
| All | -47.1% | -28.2% | -19.0% | -33.8% |
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