-84.2%
OPEN vs WCN
+27.0%
-111.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.5% |
| 7D | -2.9% | -1.7% | -1.2% | -1.8% |
| 30D | -13.8% | -3.0% | -10.8% | -12.0% |
| 3M | -30.9% | +2.5% | -33.4% | -33.1% |
| 6M | -40.9% | -5.7% | -35.3% | -39.7% |
| YTD | -48.5% | -7.4% | -41.1% | -46.6% |
| 1Y | -50.9% | -8.6% | -42.3% | -48.6% |
| 3Y | -20.6% | +19.4% | -40.0% | -40.3% |
| 5Y | -84.2% | +27.2% | -111.4% | -89.5% |
| All | -84.2% | +27.0% | -111.2% | -89.5% |
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