-93.3%
OPEN vs WCN
+48.0%
-141.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.6% | -7.7% | -7.5% |
| 7D | -24.7% | +2.6% | -27.3% | -25.7% |
| 30D | -41.0% | +25.3% | -66.3% | -49.3% |
| 3M | -62.4% | +15.2% | -77.6% | -65.8% |
| 6M | -73.9% | +26.4% | -100.3% | -78.2% |
| YTD | -77.5% | +9.9% | -87.5% | -79.2% |
| 1Y | -83.6% | +16.2% | -99.7% | -85.6% |
| 3Y | -37.0% | +49.4% | -86.4% | -60.4% |
| 5Y | -93.3% | +46.2% | -139.5% | -96.1% |
| All | -93.3% | +48.0% | -141.3% | -96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling