-16.7%
OPEN vs WSM
+238.8%
-255.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -0.7% |
| 7D | -4.3% | -3.3% | -1.0% | -2.2% |
| 30D | -16.2% | -8.4% | -7.8% | -11.4% |
| 3M | -36.4% | +9.7% | -46.0% | -40.3% |
| 6M | -35.5% | +16.7% | -52.1% | -42.2% |
| YTD | -46.0% | +28.7% | -74.6% | -54.3% |
| 1Y | -47.1% | +13.7% | -60.8% | -51.8% |
| All | -16.7% | +238.8% | -255.5% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling