-30.2%
OPEN vs LII
-8.9%
-21.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | -1.0% |
| 7D | -21.7% | -1.2% | -20.5% | -20.3% |
| 30D | -36.5% | -2.0% | -34.5% | -35.6% |
| 3M | -59.5% | -20.2% | -39.3% | -52.1% |
| 6M | -71.9% | -32.5% | -39.3% | -63.8% |
| YTD | -75.8% | -27.4% | -48.4% | -71.6% |
| 1Y | -78.5% | -28.2% | -50.3% | -74.5% |
| 3Y | -30.2% | -7.2% | -23.0% | -37.7% |
| All | -30.2% | -8.9% | -21.2% | -37.7% |
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 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