-89.0%
OPEN vs WCN
+121.8%
-210.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.7% |
| 7D | -15.0% | +2.6% | -17.6% | -16.5% |
| 30D | -40.2% | +23.9% | -64.1% | -47.8% |
| 3M | -67.4% | +17.4% | -84.8% | -70.6% |
| 6M | -74.0% | +28.0% | -102.0% | -78.3% |
| YTD | -79.6% | +11.6% | -91.1% | -81.3% |
| 1Y | -86.1% | +16.9% | -103.0% | -87.8% |
| 3Y | -41.4% | +51.6% | -93.0% | -60.8% |
| 5Y | -94.9% | +48.0% | -142.8% | -96.6% |
| All | -89.0% | +121.8% | -210.8% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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