-70.8%
OPEN vs WCN
+88.1%
-159.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.4% |
| 7D | -4.3% | -0.6% | -3.6% | -3.9% |
| 30D | -16.2% | +0.4% | -16.7% | -16.6% |
| 3M | -36.4% | +7.3% | -43.7% | -40.2% |
| 6M | -35.5% | -2.5% | -32.9% | -35.7% |
| YTD | -46.0% | -5.4% | -40.6% | -44.9% |
| 1Y | -47.1% | -8.5% | -38.7% | -44.8% |
| 3Y | -19.0% | +20.8% | -39.8% | -36.5% |
| 5Y | -83.6% | +30.0% | -113.6% | -88.2% |
| All | -70.8% | +88.1% | -159.0% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling