-83.6%
OPEN vs LII
-28.7%
-54.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.9% |
| 7D | -24.7% | +0.4% | -25.1% | -24.4% |
| 30D | -41.0% | -2.4% | -38.6% | -40.3% |
| 3M | -62.4% | -17.5% | -44.9% | -59.0% |
| 6M | -73.9% | -32.8% | -41.0% | -69.7% |
| YTD | -77.5% | -27.7% | -49.8% | -76.4% |
| 1Y | -83.6% | -28.1% | -55.5% | -82.6% |
| All | -83.6% | -28.7% | -54.9% | -82.6% |
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