-74.2%
OPEN vs WY
+26.5%
-100.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | -11.4% | -4.2% | -7.3% | -6.8% |
| 30D | -20.1% | -10.1% | -10.0% | -9.3% |
| 3M | -37.6% | -8.5% | -29.1% | -32.4% |
| 6M | -47.1% | -3.3% | -43.7% | -46.9% |
| YTD | -52.1% | -4.4% | -47.7% | -51.7% |
| 1Y | -73.5% | -11.5% | -62.0% | -71.3% |
| 3Y | -24.4% | -24.3% | -0.1% | +4.6% |
| 5Y | -85.1% | -21.3% | -63.8% | -76.2% |
| All | -74.2% | +26.5% | -100.7% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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