-72.2%
OPEN vs WPM
+325.1%
-397.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.3% | -2.7% |
| 7D | -2.9% | +3.9% | -6.8% | -4.4% |
| 30D | -13.8% | +17.7% | -31.5% | -19.2% |
| 3M | -30.9% | +39.4% | -70.3% | -39.9% |
| 6M | -40.9% | +6.4% | -47.4% | -43.4% |
| YTD | -48.5% | +34.0% | -82.5% | -55.4% |
| 1Y | -50.9% | +50.5% | -101.4% | -59.4% |
| 3Y | -20.6% | +280.3% | -300.9% | -57.1% |
| 5Y | -84.2% | +266.3% | -350.5% | -91.5% |
| All | -72.2% | +325.1% | -397.4% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling