-86.9%
OPEN vs WEC
+59.9%
-146.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | -21.7% | +0.2% | -21.9% | -21.6% |
| 30D | -36.5% | +12.9% | -49.4% | -38.1% |
| 3M | -59.5% | +9.8% | -69.3% | -60.3% |
| 6M | -71.9% | +6.7% | -78.6% | -72.3% |
| YTD | -75.8% | +14.0% | -89.8% | -76.7% |
| 1Y | -78.5% | +7.3% | -85.8% | -79.0% |
| 3Y | -30.2% | +63.8% | -94.0% | -38.8% |
| 5Y | -93.3% | +54.8% | -148.0% | -93.5% |
| All | -86.9% | +59.9% | -146.9% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling