-94.5%
OPEN vs WSM
+160.1%
-254.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.5% | -5.1% | -5.8% |
| 7D | -31.0% | -3.2% | -27.8% | -28.7% |
| 30D | -41.5% | +4.6% | -46.1% | -42.8% |
| 3M | -64.6% | +2.4% | -67.1% | -64.8% |
| 6M | -73.8% | +43.7% | -117.4% | -80.5% |
| YTD | -78.8% | +42.1% | -120.9% | -84.2% |
| 1Y | -86.8% | +32.3% | -119.1% | -89.6% |
| 3Y | -40.6% | +253.0% | -293.6% | -83.2% |
| All | -94.5% | +160.1% | -254.6% | -98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling