-70.8%
OPEN vs LII
+83.3%
-154.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | -0.4% |
| 7D | -4.3% | -0.7% | -3.5% | -3.6% |
| 30D | -16.2% | -12.6% | -3.6% | -5.5% |
| 3M | -36.4% | -24.4% | -11.9% | -21.8% |
| 6M | -35.5% | -28.7% | -6.7% | -18.5% |
| YTD | -46.0% | -19.1% | -26.8% | -40.2% |
| 1Y | -47.1% | -29.7% | -17.4% | -32.5% |
| 3Y | -19.0% | +4.8% | -23.8% | -34.1% |
| 5Y | -83.6% | +24.6% | -108.1% | -90.8% |
| All | -70.8% | +83.3% | -154.2% | -86.5% |
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