-71.4%
OPEN vs WAB
+46.5%
-117.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.1% | +12.7% | +13.4% |
| 7D | +3.7% | +4.5% | -0.9% | +2.0% |
| 30D | -14.3% | +1.1% | -15.4% | -14.7% |
| 3M | -51.9% | -1.3% | -50.7% | -51.7% |
| 6M | -61.4% | +12.7% | -74.1% | -63.7% |
| YTD | -66.0% | +38.7% | -104.7% | -78.9% |
| 1Y | -71.4% | +44.9% | -116.3% | -84.0% |
| All | -71.4% | +46.5% | -117.9% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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