-83.4%
OPEN vs LII
+64.4%
-147.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.8% | -6.8% | -7.1% |
| 7D | -5.8% | +0.2% | -6.0% | -5.5% |
| 30D | -21.1% | -4.6% | -16.5% | -18.2% |
| 3M | -52.4% | -21.7% | -30.7% | -41.0% |
| 6M | -65.8% | -32.8% | -33.0% | -53.8% |
| YTD | -69.3% | -27.5% | -41.8% | -62.7% |
| 1Y | -75.2% | -28.0% | -47.3% | -69.7% |
| 3Y | -14.4% | -7.2% | -7.1% | -22.4% |
| 5Y | -92.0% | +22.6% | -114.6% | -95.2% |
| All | -83.4% | +64.4% | -147.8% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling