-93.3%
OPEN vs LII
+19.4%
-112.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.7% |
| 7D | -24.7% | +0.4% | -25.1% | -24.2% |
| 30D | -41.0% | -2.4% | -38.6% | -39.7% |
| 3M | -62.4% | -17.5% | -44.9% | -54.5% |
| 6M | -73.9% | -32.8% | -41.0% | -63.6% |
| YTD | -77.5% | -27.7% | -49.8% | -72.3% |
| 1Y | -83.6% | -28.1% | -55.5% | -79.6% |
| 3Y | -37.0% | -9.7% | -27.4% | -47.6% |
| 5Y | -93.3% | +19.5% | -112.8% | -97.1% |
| All | -93.3% | +19.4% | -112.6% | -97.1% |
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