-71.4%
OPEN vs NWSA
+18.2%
-89.6%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.7% | +10.1% | +11.4% |
| 7D | +3.7% | +4.3% | -0.6% | +1.2% |
| 30D | -14.3% | +5.6% | -19.8% | -16.6% |
| 3M | -51.9% | +7.3% | -59.2% | -53.8% |
| 6M | -61.4% | +18.8% | -80.3% | -65.4% |
| YTD | -66.0% | +17.9% | -83.9% | -70.5% |
| 1Y | -71.4% | +19.3% | -90.7% | -75.5% |
| All | -71.4% | +18.2% | -89.6% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling