-50.9%
OPEN vs WAT
+30.7%
-81.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.6% |
| 7D | -2.9% | -1.8% | -1.1% | -1.9% |
| 30D | -13.8% | -1.7% | -12.1% | -12.8% |
| 3M | -30.9% | +9.1% | -39.9% | -34.3% |
| 6M | -40.9% | +32.4% | -73.4% | -50.9% |
| YTD | -48.5% | +6.6% | -55.1% | -50.3% |
| 1Y | -50.9% | +34.7% | -85.6% | -67.6% |
| All | -50.9% | +30.7% | -81.6% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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