-16.7%
OPEN vs WU
-25.4%
+8.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.2% |
| 7D | -4.3% | -0.8% | -3.4% | -3.8% |
| 30D | -16.2% | -1.1% | -15.1% | -15.6% |
| 3M | -36.4% | -3.9% | -32.5% | -36.3% |
| 6M | -35.5% | -20.7% | -14.8% | -26.8% |
| YTD | -46.0% | -18.4% | -27.6% | -40.7% |
| 1Y | -47.1% | -8.1% | -39.1% | -48.4% |
| All | -16.7% | -25.4% | +8.7% | -7.1% |
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 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