-88.6%
OPEN vs WCN
+121.7%
-210.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.9% | -10.4% | -10.1% |
| 7D | -31.0% | +1.2% | -32.2% | -31.4% |
| 30D | -41.5% | +26.4% | -67.9% | -49.6% |
| 3M | -64.6% | +17.5% | -82.1% | -68.1% |
| 6M | -73.8% | +28.7% | -102.5% | -78.2% |
| YTD | -78.8% | +11.5% | -90.3% | -80.5% |
| 1Y | -86.8% | +15.9% | -102.7% | -88.3% |
| 3Y | -40.6% | +51.6% | -92.2% | -60.3% |
| 5Y | -94.7% | +47.9% | -142.6% | -96.5% |
| All | -88.6% | +121.7% | -210.3% | -94.2% |
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