-41.4%
OPEN vs WY
-23.6%
-17.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.4% | -5.4% |
| 7D | -15.0% | -0.8% | -14.2% | -14.2% |
| 30D | -40.2% | +10.1% | -50.3% | -45.2% |
| 3M | -67.4% | -15.4% | -52.0% | -60.9% |
| 6M | -74.0% | -8.3% | -65.7% | -72.2% |
| YTD | -79.6% | -9.8% | -69.8% | -78.1% |
| 1Y | -86.1% | -3.9% | -82.2% | -86.4% |
| 3Y | -41.4% | -23.3% | -18.1% | -21.5% |
| All | -41.4% | -23.6% | -17.8% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling