-17.1%
OPEN vs WPM
+280.0%
-297.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +1.1% |
| 7D | -4.3% | +1.1% | -5.3% | -4.7% |
| 30D | -16.2% | +26.4% | -42.6% | -23.7% |
| 3M | -36.4% | +20.8% | -57.2% | -41.2% |
| 6M | -35.5% | +1.1% | -36.6% | -36.9% |
| YTD | -46.0% | +32.5% | -78.4% | -53.1% |
| 1Y | -47.1% | +51.5% | -98.7% | -56.7% |
| All | -17.1% | +280.0% | -297.1% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling