-86.1%
OPEN vs WY
-3.6%
-82.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.4% | -4.7% |
| 7D | -15.0% | -0.8% | -14.2% | -14.5% |
| 30D | -40.2% | +10.1% | -50.3% | -42.1% |
| 3M | -67.4% | -15.4% | -52.0% | -65.2% |
| 6M | -74.0% | -8.3% | -65.7% | -73.3% |
| YTD | -79.6% | -9.8% | -69.8% | -79.5% |
| 1Y | -86.1% | -3.9% | -82.2% | -85.5% |
| All | -86.1% | -3.6% | -82.5% | -85.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling