-30.0%
OPEN vs LII
-8.7%
-21.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.0% | -19.8% | -20.3% |
| 7D | -22.2% | -0.6% | -21.6% | -21.2% |
| 30D | -38.3% | -4.6% | -33.7% | -36.1% |
| 3M | -59.4% | -21.2% | -38.1% | -51.4% |
| 6M | -74.4% | -36.4% | -37.9% | -65.3% |
| YTD | -76.0% | -28.9% | -47.1% | -71.3% |
| 1Y | -78.7% | -29.5% | -49.1% | -74.3% |
| 3Y | -30.0% | -8.6% | -21.4% | -40.8% |
| All | -30.0% | -8.7% | -21.3% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling