-86.1%
OPEN vs WCN
+16.4%
-102.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.6% |
| 7D | -15.0% | +2.6% | -17.6% | -15.4% |
| 30D | -40.2% | +23.9% | -64.1% | -41.3% |
| 3M | -67.4% | +17.4% | -84.8% | -68.2% |
| 6M | -74.0% | +28.0% | -102.0% | -74.8% |
| YTD | -79.6% | +11.6% | -91.1% | -79.4% |
| 1Y | -86.1% | +16.9% | -103.0% | -85.2% |
| All | -86.1% | +16.4% | -102.5% | -85.2% |
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 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