-86.1%
OPEN vs WU
-15.0%
-71.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.2% |
| 7D | -15.0% | -2.0% | -13.0% | -14.4% |
| 30D | -40.2% | +11.4% | -51.6% | -42.6% |
| 3M | -67.4% | -6.8% | -60.6% | -66.9% |
| 6M | -74.0% | -14.6% | -59.4% | -73.6% |
| YTD | -79.6% | -20.6% | -58.9% | -79.3% |
| 1Y | -86.1% | -15.4% | -70.7% | -86.7% |
| All | -86.1% | -15.0% | -71.1% | -86.7% |
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