-47.1%
OPEN vs WTW
+3.0%
-50.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.8% | +1.7% |
| 7D | -4.3% | -2.6% | -1.6% | -2.9% |
| 30D | -16.2% | -1.0% | -15.2% | -16.0% |
| 3M | -36.4% | +29.9% | -66.3% | -45.8% |
| 6M | -35.5% | +10.7% | -46.2% | -38.1% |
| YTD | -46.0% | +2.6% | -48.5% | -44.3% |
| 1Y | -47.1% | +2.8% | -49.9% | -50.6% |
| All | -47.1% | +3.0% | -50.1% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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