-87.9%
OPEN vs WPM
+270.5%
-358.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -5.1% | -2.0% | -5.0% |
| 7D | -24.7% | +16.4% | -41.1% | -29.4% |
| 30D | -41.0% | -1.5% | -39.5% | -40.9% |
| 3M | -62.4% | +2.6% | -64.9% | -62.9% |
| 6M | -73.9% | -1.3% | -72.5% | -74.0% |
| YTD | -77.5% | +16.8% | -94.3% | -79.5% |
| 1Y | -83.6% | +34.1% | -117.7% | -85.8% |
| 3Y | -37.0% | +225.1% | -262.1% | -63.8% |
| 5Y | -93.3% | +234.5% | -327.8% | -96.3% |
| All | -87.9% | +270.5% | -358.4% | -93.3% |
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