-49.2%
OPEN vs WST
+35.8%
-84.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.9% | -2.1% |
| 7D | +1.0% | -0.3% | +1.3% | +1.2% |
| 30D | -11.9% | -4.6% | -7.3% | -9.4% |
| 3M | -28.8% | +5.7% | -34.5% | -31.4% |
| 6M | -38.6% | +37.6% | -76.2% | -52.5% |
| YTD | -47.3% | +23.0% | -70.4% | -54.8% |
| 1Y | -49.2% | +33.8% | -83.0% | -72.0% |
| All | -49.2% | +35.8% | -84.9% | -72.0% |
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