-94.7%
OPEN vs NWSA
+18.8%
-113.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.7% | -6.3% | -7.0% |
| 7D | -15.0% | +2.2% | -17.2% | -17.3% |
| 30D | -40.2% | -8.8% | -31.4% | -33.0% |
| 3M | -67.4% | -6.5% | -60.9% | -64.9% |
| 6M | -74.0% | +1.5% | -75.5% | -75.4% |
| YTD | -79.6% | +4.0% | -83.6% | -81.8% |
| 1Y | -86.1% | +3.4% | -89.5% | -87.5% |
| 3Y | -41.4% | +34.8% | -76.2% | -63.3% |
| All | -94.7% | +18.8% | -113.5% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling