-86.8%
OPEN vs WEC
+8.3%
-95.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | 0.0% | -9.5% | -9.5% |
| 7D | -31.0% | -0.7% | -30.3% | -31.1% |
| 30D | -41.5% | +11.0% | -52.4% | -39.3% |
| 3M | -64.6% | +8.6% | -73.2% | -63.7% |
| 6M | -73.8% | +6.2% | -79.9% | -73.5% |
| YTD | -78.8% | +14.3% | -93.1% | -80.4% |
| 1Y | -86.8% | +8.4% | -95.2% | -86.1% |
| All | -86.8% | +8.3% | -95.2% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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