-83.6%
OPEN vs WST
+52.5%
-136.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.0% |
| 7D | -24.7% | +1.4% | -26.1% | -25.0% |
| 30D | -41.0% | +12.7% | -53.7% | -43.1% |
| 3M | -62.4% | +17.2% | -79.5% | -64.3% |
| 6M | -73.9% | +26.7% | -100.5% | -76.0% |
| YTD | -77.5% | +50.3% | -127.8% | -81.1% |
| 1Y | -83.6% | +50.2% | -133.8% | -86.1% |
| All | -83.6% | +52.5% | -136.1% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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