-24.1%
OPEN vs WTW
+61.8%
-85.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.9% |
| 7D | -10.5% | -7.8% | -2.8% | -7.8% |
| 30D | -21.8% | -7.9% | -13.9% | -19.4% |
| 3M | -37.5% | +19.9% | -57.4% | -42.2% |
| 6M | -44.1% | +9.8% | -53.9% | -46.5% |
| YTD | -52.0% | -3.3% | -48.6% | -51.5% |
| 1Y | -52.2% | -3.3% | -48.9% | -51.4% |
| All | -24.1% | +61.8% | -85.9% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling