-84.0%
OPEN vs WST
-25.7%
-58.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.0% |
| 7D | -4.3% | +0.7% | -5.0% | -4.6% |
| 30D | -16.2% | -3.1% | -13.1% | -14.9% |
| 3M | -36.4% | +7.2% | -43.6% | -38.7% |
| 6M | -35.5% | +36.8% | -72.3% | -45.8% |
| YTD | -46.0% | +23.8% | -69.8% | -52.5% |
| 1Y | -47.1% | +37.8% | -84.9% | -55.9% |
| 3Y | -19.0% | -15.9% | -3.1% | -19.6% |
| All | -84.0% | -25.7% | -58.3% | -84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling