-87.9%
OPEN vs WU
-48.4%
-39.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.2% | -8.3% | -7.8% |
| 7D | -24.7% | +11.0% | -35.8% | -29.6% |
| 30D | -41.0% | +13.4% | -54.4% | -45.4% |
| 3M | -62.4% | +2.2% | -64.6% | -62.9% |
| 6M | -73.9% | -18.2% | -55.7% | -70.9% |
| YTD | -77.5% | -18.3% | -59.2% | -75.4% |
| 1Y | -83.6% | -12.2% | -71.4% | -82.9% |
| 3Y | -37.0% | -20.8% | -16.2% | -29.7% |
| 5Y | -93.3% | -42.6% | -50.7% | -91.3% |
| All | -87.9% | -48.4% | -39.5% | -84.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling