-93.6%
OPEN vs LII
+19.9%
-113.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.0% | -19.8% | -19.8% |
| 7D | -22.2% | -0.6% | -21.6% | -21.0% |
| 30D | -38.3% | -4.6% | -33.7% | -35.5% |
| 3M | -59.4% | -21.2% | -38.1% | -48.7% |
| 6M | -74.4% | -36.4% | -37.9% | -62.1% |
| YTD | -76.0% | -28.9% | -47.1% | -69.9% |
| 1Y | -78.7% | -29.5% | -49.1% | -73.0% |
| 3Y | -30.0% | -8.6% | -21.4% | -42.8% |
| All | -93.6% | +19.9% | -113.5% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling