-70.8%
OPEN vs WPM
+320.3%
-391.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -23.8% |
| 3M | -36.4% | +20.8% | -57.2% | -41.3% |
| 6M | -35.5% | +1.1% | -36.6% | -36.9% |
| YTD | -46.0% | +32.5% | -78.4% | -52.9% |
| 1Y | -47.1% | +51.5% | -98.7% | -56.4% |
| 3Y | -19.0% | +267.0% | -286.0% | -55.6% |
| 5Y | -83.6% | +250.1% | -333.7% | -91.0% |
| All | -70.8% | +320.3% | -391.1% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling