-47.1%
OPEN vs WU
-8.3%
-38.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.0% |
| 7D | -4.3% | -0.8% | -3.4% | -4.0% |
| 30D | -16.2% | -1.1% | -15.1% | -15.9% |
| 3M | -36.4% | -3.9% | -32.5% | -36.5% |
| 6M | -35.5% | -20.7% | -14.8% | -31.1% |
| YTD | -46.0% | -18.4% | -27.6% | -43.5% |
| 1Y | -47.1% | -8.1% | -39.1% | -47.5% |
| All | -47.1% | -8.3% | -38.9% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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