-83.6%
OPEN vs WSM
+189.5%
-273.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | +1.0% | +2.6% | -1.6% | -1.1% |
| 30D | -11.9% | -9.5% | -2.4% | -4.6% |
| 3M | -28.8% | +12.9% | -41.7% | -36.1% |
| 6M | -38.6% | +23.0% | -61.6% | -49.0% |
| YTD | -47.3% | +28.9% | -76.3% | -57.8% |
| 1Y | -49.2% | +13.7% | -62.8% | -55.1% |
| 3Y | -18.8% | +232.6% | -251.4% | -76.1% |
| 5Y | -83.6% | +185.9% | -269.5% | -94.5% |
| All | -83.6% | +189.5% | -273.1% | -94.5% |
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