-72.2%
OPEN vs WAB
+378.1%
-450.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.3% |
| 7D | -2.9% | +0.2% | -3.1% | -3.1% |
| 30D | -13.8% | -4.6% | -9.2% | -10.7% |
| 3M | -30.9% | +5.6% | -36.5% | -34.6% |
| 6M | -40.9% | +13.8% | -54.8% | -48.0% |
| YTD | -48.5% | +31.9% | -80.4% | -59.7% |
| 1Y | -50.9% | +48.3% | -99.2% | -64.8% |
| 3Y | -20.6% | +167.1% | -187.8% | -66.2% |
| 5Y | -84.2% | +222.9% | -307.0% | -93.6% |
| All | -72.2% | +378.1% | -450.3% | -89.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling