-93.6%
OPEN vs WEC
+51.2%
-144.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.1% | -19.7% | -20.8% |
| 7D | -22.2% | -0.2% | -22.0% | -21.8% |
| 30D | -38.3% | +12.3% | -50.6% | -41.5% |
| 3M | -59.4% | +8.3% | -67.6% | -60.8% |
| 6M | -74.4% | +3.5% | -77.8% | -74.9% |
| YTD | -76.0% | +12.7% | -88.7% | -77.8% |
| 1Y | -78.7% | +8.2% | -86.8% | -79.8% |
| 3Y | -30.0% | +55.9% | -85.9% | -48.1% |
| All | -93.6% | +51.2% | -144.9% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling