-18.8%
OPEN vs WCN
+19.6%
-38.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.2% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | -11.9% | -2.1% | -9.8% | -11.2% |
| 3M | -28.8% | +6.4% | -35.1% | -31.5% |
| 6M | -38.6% | -3.7% | -34.9% | -37.8% |
| YTD | -47.3% | -6.4% | -41.0% | -45.6% |
| 1Y | -49.2% | -7.9% | -41.2% | -46.8% |
| 3Y | -18.8% | +20.8% | -39.6% | -43.3% |
| All | -18.8% | +19.6% | -38.4% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling