-86.1%
OPEN vs WST
+54.9%
-141.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.9% | -4.0% |
| 7D | -15.0% | +4.2% | -19.2% | -16.1% |
| 30D | -40.2% | +11.2% | -51.4% | -42.1% |
| 3M | -67.4% | +20.4% | -87.8% | -69.3% |
| 6M | -74.0% | +37.9% | -111.9% | -76.7% |
| YTD | -79.6% | +51.8% | -131.4% | -82.9% |
| 1Y | -86.1% | +56.6% | -142.7% | -88.8% |
| All | -86.1% | +54.9% | -141.0% | -88.8% |
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