-87.4%
OPEN vs WPM
+267.7%
-355.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.5% |
| 7D | -31.1% | +3.1% | -34.2% | -32.2% |
| 30D | -34.7% | -1.8% | -32.9% | -34.5% |
| 3M | -61.9% | +1.0% | -62.9% | -62.2% |
| 6M | -71.9% | -5.4% | -66.4% | -71.6% |
| YTD | -76.6% | +15.9% | -92.5% | -78.6% |
| 1Y | -83.9% | +30.8% | -114.7% | -86.0% |
| 3Y | -34.4% | +222.6% | -257.0% | -62.1% |
| 5Y | -93.9% | +227.4% | -321.3% | -96.6% |
| All | -87.4% | +267.7% | -355.1% | -93.0% |
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