-83.9%
OPEN vs WCN
+16.5%
-100.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.1% |
| 7D | -31.1% | +0.4% | -31.5% | -31.1% |
| 30D | -34.7% | +25.3% | -60.0% | -35.9% |
| 3M | -61.9% | +15.4% | -77.3% | -63.0% |
| 6M | -71.9% | +27.8% | -99.7% | -72.9% |
| YTD | -76.6% | +10.6% | -87.1% | -76.1% |
| 1Y | -83.9% | +15.8% | -99.7% | -83.3% |
| All | -83.9% | +16.5% | -100.4% | -83.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling