-88.6%
OPEN vs WY
+17.3%
-105.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.9% | -8.6% | -8.5% |
| 7D | -31.0% | -5.4% | -25.6% | -25.6% |
| 30D | -41.5% | +7.9% | -49.3% | -45.7% |
| 3M | -64.6% | -16.6% | -48.0% | -55.9% |
| 6M | -73.8% | -11.2% | -62.6% | -70.6% |
| YTD | -78.8% | -11.3% | -67.5% | -76.5% |
| 1Y | -86.8% | -5.5% | -81.3% | -86.7% |
| 3Y | -40.6% | -25.4% | -15.2% | -16.9% |
| 5Y | -94.7% | -32.4% | -62.3% | -90.4% |
| All | -88.6% | +17.3% | -105.9% | -82.8% |
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