-30.2%
OPEN vs WU
-21.7%
-8.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -21.7% | +9.1% | -30.7% | -25.9% |
| 30D | -36.5% | +12.1% | -48.6% | -40.8% |
| 3M | -59.5% | +0.3% | -59.9% | -59.7% |
| 6M | -71.9% | -19.1% | -52.7% | -68.3% |
| YTD | -75.8% | -19.2% | -56.6% | -73.2% |
| 1Y | -78.5% | -15.3% | -63.2% | -77.4% |
| 3Y | -30.2% | -21.3% | -8.9% | -26.4% |
| All | -30.2% | -21.7% | -8.5% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling