-71.4%
OPEN vs WSM
+44.0%
-115.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +6.5% | +7.3% | +8.6% |
| 7D | +3.7% | +8.0% | -4.3% | -2.1% |
| 30D | -14.3% | +13.5% | -27.8% | -21.7% |
| 3M | -51.9% | +8.8% | -60.8% | -54.9% |
| 6M | -61.4% | +54.7% | -116.1% | -71.9% |
| YTD | -66.0% | +53.3% | -119.3% | -75.0% |
| 1Y | -71.4% | +41.1% | -112.5% | -77.0% |
| All | -71.4% | +44.0% | -115.4% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling